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WealthPLAN Partners’s BlackRock ESG Capital Allocation Term Trust ECAT Stock Holding History

WealthPLAN Partners’s Portfolio ECAT Stock Details ECAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-99
Closed -$1.55K – 517
2023
Q2 		$1.55K Hold
99
– – ﹤0.01% 1108
2023
Q1 		$1.54K Buy
+99
New +$1.45K ﹤0.01% 1162

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WealthPLAN Partners's ECAT Position: Q3 2023 in Review

WealthPLAN Partners sold out of BlackRock ESG Capital Allocation Term Trust (ECAT) in Q3 2023, closing a stake of 99 shares — an estimated $1.55K sold.

WealthPLAN Partners first reported a position in ECAT in Q1 2023 and held it in 2 quarters. The position peaked at $1.55K in Q2 2023. 76 funds tracked by Wall St. Rank hold ECAT as of Q3 2023.

  • WealthPLAN Partners reported no remaining BlackRock ESG Capital Allocation Term Trust position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 99 BlackRock ESG Capital Allocation Term Trust shares in Q3 2023, an estimated $1.55K.
  • WealthPLAN Partners first reported a position in BlackRock ESG Capital Allocation Term Trust in Q1 2023 and held it in 2 quarters.
  • WealthPLAN Partners's BlackRock ESG Capital Allocation Term Trust position peaked at $1.55K in Q2 2023.
  • 76 funds tracked by Wall St. Rank held BlackRock ESG Capital Allocation Term Trust as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.