WealthShield Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $556K | Sell |
50,937
-6,500
| -11% | -$71K | 0.07% | 225 |
|
|
2025
Q1 | $616K | Buy |
57,437
+5,734
| +11% | +$61.5K | 0.08% | 203 |
|
|
2024
Q4 | $541K | Buy |
51,703
+357
| +0.7% | +$3.73K | 0.08% | 205 |
|
|
2024
Q3 | $579K | Sell |
51,346
-1,005
| -2% | -$11.3K | 0.08% | 201 |
|
|
2024
Q2 | $561K | Buy |
52,351
+6,406
| +14% | +$68.6K | 0.09% | 197 |
|
|
2024
Q1 | $491K | Buy |
45,945
+5,365
| +13% | +$57.4K | 0.08% | 195 |
|
|
2023
Q4 | $419K | Buy |
+40,580
| New | +$419K | 0.07% | 215 |
|
|
2022
Q3 | – | Sell |
-11,076
| Closed | -$121K | – | 292 |
|
|
2022
Q2 | $121K | Buy |
+11,076
| New | +$121K | 0.02% | 287 |
|
|
2022
Q1 | – | Sell |
-16,546
| Closed | -$249K | – | 338 |
|
|
2021
Q4 | $249K | Buy |
+16,546
| New | +$249K | 0.04% | 252 |
|