Wealthspire Advisors (New York)’s BlackRock Multi-Sector Income Trust BIT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-65,000
| Closed | -$988K | – | 799 |
|
|
2024
Q3 | $988K | Hold |
65,000
| – | – | 0.01% | 375 |
|
|
2024
Q2 | $948K | Hold |
65,000
| – | – | 0.01% | 321 |
|
|
2024
Q1 | $1.03M | Hold |
65,000
| – | – | 0.01% | 309 |
|
|
2023
Q4 | $975K | Hold |
65,000
| – | – | 0.01% | 315 |
|
|
2023
Q3 | $941K | Hold |
65,000
| – | – | 0.02% | 289 |
|
|
2023
Q2 | $934K | Hold |
65,000
| – | – | 0.02% | 257 |
|
|
2023
Q1 | $948K | Sell |
65,000
-33,694
| -34% | -$492K | 0.02% | 251 |
|
|
2022
Q4 | $1.4M | Sell |
98,694
-26,306
| -21% | -$374K | 0.03% | 200 |
|
|
2022
Q3 | $1.78M | Buy |
125,000
+25,000
| +25% | +$356K | 0.04% | 156 |
|
|
2022
Q2 | $1.42M | Sell |
100,000
-120,000
| -55% | -$1.71M | 0.03% | 174 |
|
|
2022
Q1 | $3.63M | Buy |
220,000
+75,000
| +52% | +$1.24M | 0.08% | 94 |
|
|
2021
Q4 | $2.63M | Buy |
145,000
+55,000
| +61% | +$998K | 0.06% | 119 |
|
|
2021
Q3 | $1.68M | Buy |
+90,000
| New | +$1.68M | 0.03% | 184 |
|