WWA
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Wingate Wealth Advisors’s BlackRock Credit Allocation Income Trust BTZ Stock Holding History

Wingate Wealth Advisors’s Portfolio BTZ Stock Details BTZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,000
Closed -$10.5K – 142
2024
Q4 		$10.5K Buy
+1,000
New +$10.5K 0.01% 334