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WealthBridge Capital Management’s BlackRock Credit Allocation Income Trust BTZ Stock Holding History

WealthBridge Capital Management’s Portfolio BTZ Stock Details BTZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-2,450
Closed -$31K – 214
2019
Q1 		$31K Hold
2,450
– – 0.02% 369
2018
Q4 		$27K Buy
+2,450
New +$28.7K 0.02% 350

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SAMC
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WealthBridge Capital Management's BTZ Position: Q2 2019 in Review

WealthBridge Capital Management sold out of BlackRock Credit Allocation Income Trust (BTZ) in Q2 2019, closing a stake of 2,450 shares — an estimated $31K sold.

WealthBridge Capital Management first reported a position in BTZ in Q4 2018 and held it in 2 quarters. The position peaked at $31K in Q1 2019. 128 funds tracked by Wall St. Rank hold BTZ as of Q2 2019.

  • WealthBridge Capital Management reported no remaining BlackRock Credit Allocation Income Trust position as of Q2 2019 after selling out during the quarter.
  • WealthBridge Capital Management sold 2,450 BlackRock Credit Allocation Income Trust shares in Q2 2019, an estimated $31K.
  • WealthBridge Capital Management first reported a position in BlackRock Credit Allocation Income Trust in Q4 2018 and held it in 2 quarters.
  • WealthBridge Capital Management's BlackRock Credit Allocation Income Trust position peaked at $31K in Q1 2019.
  • 128 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q2 2019.

Based on WealthBridge Capital Management's 13F filing for Q2 2019, filed 13 Aug 2019.