WMS
Wealth Management Solutions’s BlackRock Enhanced Global Dividend Trust BOE Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-10,207
| Closed | -$101K | – | 85 |
|
2023
Q1 | $101K | Buy |
+10,207
| New | +$101K | 0.06% | 88 |
|
2022
Q4 | – | Sell |
-11,955
| Closed | -$105K | – | 91 |
|
2022
Q3 | $105K | Sell |
11,955
-2,372
| -17% | -$20.8K | 0.06% | 80 |
|
2022
Q2 | $140K | Hold |
14,327
| – | – | 0.08% | 92 |
|
2022
Q1 | $162K | Sell |
14,327
-4,078
| -22% | -$46.1K | 0.08% | 108 |
|
2021
Q4 | $224K | Buy |
+18,405
| New | +$224K | 0.12% | 108 |
|