WFG Advisors’s BlackRock Income Trust BKT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $375K | Buy |
19,612
+1,072
| +6% | +$20.5K | 0.08% | 250 |
|
|
2017
Q1 | $344K | Sell |
18,540
-2,225
| -11% | -$41.3K | 0.09% | 235 |
|
|
2016
Q4 | $394K | Buy |
20,765
+479
| +2% | +$9.09K | 0.1% | 237 |
|
|
2016
Q3 | $394K | Sell |
20,286
-42,653
| -68% | -$828K | 0.1% | 214 |
|
|
2016
Q2 | $1.25M | Sell |
62,939
-137,120
| -69% | -$2.73M | 0.33% | 77 |
|
|
2016
Q1 | $3.98M | Sell |
200,059
-18,399
| -8% | -$366K | 1.15% | 15 |
|
|
2015
Q4 | $4.18M | Sell |
218,458
-6,831
| -3% | -$131K | 1.25% | 12 |
|
|
2015
Q3 | $4.27M | Sell |
225,289
-484
| -0.2% | -$9.16K | 1.33% | 8 |
|
|
2015
Q2 | $4.28M | Buy |
225,773
+61,582
| +38% | +$1.17M | 1.18% | 9 |
|
|
2015
Q1 | $3.16M | Buy |
164,191
+6,238
| +4% | +$120K | 0.88% | 17 |
|
|
2014
Q4 | $3.03M | Sell |
157,953
-41,642
| -21% | -$800K | 0.61% | 22 |
|
|
2014
Q3 | $3.8M | Buy |
199,595
+18,859
| +10% | +$359K | 0.72% | 14 |
|
|
2014
Q2 | $3.6M | Buy |
180,736
+3,701
| +2% | +$73.7K | 0.67% | 15 |
|
|
2014
Q1 | $3.46M | Buy |
177,035
+22,317
| +14% | +$437K | 0.7% | 16 |
|
|
2013
Q4 | $3.01M | Buy |
154,718
+1,618
| +1% | +$31.5K | 0.43% | 42 |
|
|
2013
Q3 | $3.06M | Sell |
153,100
-22,709
| -13% | -$454K | 0.47% | 38 |
|
|
2013
Q2 | $3.61M | Buy |
+175,809
| New | +$3.61M | 0.6% | 25 |
|