Transform Wealth’s BlackRock Credit Allocation Income Trust BTZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-85,700
| Closed | -$884K | – | 228 |
|
|
2023
Q4 | $884K | Sell |
85,700
-2,017
| -2% | -$20.8K | 0.09% | 137 |
|
|
2023
Q3 | $849K | Sell |
87,717
-87,683
| -50% | -$849K | 0.09% | 132 |
|
|
2023
Q2 | $1.78M | Hold |
175,400
| – | – | 0.16% | 115 |
|
|
2023
Q1 | $1.8M | Buy |
175,400
+146,100
| +499% | +$1.5M | 0.17% | 108 |
|
|
2022
Q4 | $296K | Buy |
+29,300
| New | +$296K | 0.03% | 190 |
|