Transform Wealth’s BlackRock Income Trust BKT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-23,755
Closed -$289K 226
2023
Q4
$289K Hold
23,755
0.03% 209
2023
Q3
$270K Sell
23,755
-23,755
-50% -$270K 0.03% 210
2023
Q2
$578K Hold
47,510
0.05% 168
2023
Q1
$598K Buy
+47,510
New +$598K 0.06% 160