Wealthspire Advisors (Maryland)’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 | |
---|---|---|---|---|---|---|---|---|
2018
Q2 | – | Sell |
-1,324
| Closed | -$17K | – | 2445 |
|
2018
Q1 | $17K | Sell |
1,324
-704
| -35% | -$9.04K | ﹤0.01% | 1341 |
|
2017
Q4 | $27K | Buy |
2,028
+19
| +0.9% | +$253 | ﹤0.01% | 1228 |
|
2017
Q3 | $27K | Buy |
2,009
+20
| +1% | +$269 | ﹤0.01% | 1191 |
|
2017
Q2 | $27K | Buy |
1,989
+20
| +1% | +$271 | ﹤0.01% | 1155 |
|
2017
Q1 | $26K | Buy |
1,969
+20
| +1% | +$264 | ﹤0.01% | 991 |
|
2016
Q4 | $25K | Buy |
1,949
+20
| +1% | +$257 | ﹤0.01% | 953 |
|
2016
Q3 | $26K | Buy |
1,929
+21
| +1% | +$283 | ﹤0.01% | 981 |
|
2016
Q2 | $25K | Sell |
1,908
-271
| -12% | -$3.55K | ﹤0.01% | 920 |
|
2016
Q1 | $27K | Buy |
2,179
+25
| +1% | +$310 | ﹤0.01% | 864 |
|
2015
Q4 | $27K | Buy |
+2,154
| New | +$27K | 0.01% | 878 |
|