WealthPLAN Partners’s BlackRock Enhanced Equity Dividend Trust BDJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-851
| Closed | -$7.1K | – | 382 |
|
|
2023
Q2 | $7.1K | Hold |
851
| – | – | ﹤0.01% | 850 |
|
|
2023
Q1 | $7.31K | Buy |
+851
| New | +$7.31K | ﹤0.01% | 933 |
|
|
2017
Q2 | – | Sell |
-1,000
| Closed | -$8.49K | – | 204 |
|
|
2017
Q1 | $8.49K | Buy |
+1,000
| New | +$8.49K | 0.03% | 290 |
|
|
2016
Q3 | $23.3K | Sell |
2,994
-1,000
| -25% | -$7.79K | 0.01% | 453 |
|
|
2016
Q2 | $23.6K | Buy |
+3,994
| New | +$23.6K | ﹤0.01% | 1315 |
|
|
2015
Q4 | $22.8K | Buy |
+2,994
| New | +$22.8K | ﹤0.01% | 874 |
|