WFG Advisors’s BlackRock Limited Duration Income Trust BLW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-6,239
| Closed | -$95K | – | 1612 |
|
|
2015
Q2 | $95K | Hold |
6,239
| – | – | 0.03% | 543 |
|
|
2015
Q1 | $99K | Sell |
6,239
-134
| -2% | -$2.13K | 0.03% | 537 |
|
|
2014
Q4 | $100K | Buy |
6,373
+115
| +2% | +$1.8K | 0.02% | 636 |
|
|
2014
Q3 | $101K | Buy |
6,258
+106
| +2% | +$1.71K | 0.02% | 662 |
|
|
2014
Q2 | $106K | Buy |
6,152
+100
| +2% | +$1.72K | 0.02% | 637 |
|
|
2014
Q1 | $104K | Buy |
6,052
+353
| +6% | +$6.07K | 0.02% | 622 |
|
|
2013
Q4 | $98K | Sell |
5,699
-895
| -14% | -$15.4K | 0.01% | 746 |
|
|
2013
Q3 | $112K | Sell |
6,594
-296
| -4% | -$5.03K | 0.02% | 670 |
|
|
2013
Q2 | $121K | Buy |
+6,890
| New | +$121K | 0.02% | 595 |
|