United Capital Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-10,214
| Closed | -$155K | – | 1202 |
|
|
2021
Q3 | $155K | Sell |
10,214
-1,085
| -10% | -$16.5K | ﹤0.01% | 1152 |
|
|
2021
Q2 | $176K | Buy |
+11,299
| New | +$176K | ﹤0.01% | 1178 |
|
|
2015
Q3 | – | Sell |
-57,416
| Closed | -$727K | – | 1251 |
|
|
2015
Q2 | $727K | Sell |
57,416
-47,106
| -45% | -$596K | 0.01% | 796 |
|
|
2015
Q1 | $1.42M | Sell |
104,522
-26,722
| -20% | -$362K | 0.02% | 650 |
|
|
2014
Q4 | $1.7M | Buy |
131,244
+91,874
| +233% | +$1.19M | 0.03% | 516 |
|
|
2014
Q3 | $524K | Buy |
39,370
+7,488
| +23% | +$99.7K | 0.01% | 785 |
|
|
2014
Q2 | $438K | Buy |
31,882
+20,999
| +193% | +$288K | 0.01% | 702 |
|
|
2014
Q1 | $147K | Buy |
+10,883
| New | +$147K | ﹤0.01% | 894 |
|