WMG Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $154K | Sell |
13,096
-4,650
| -26% | -$54.6K | 0.06% | 182 |
|
|
2025
Q1 | $210K | Sell |
17,746
-516
| -3% | -$6.12K | 0.09% | 158 |
|
|
2024
Q4 | $210K | Sell |
18,262
-8,366
| -31% | -$96.4K | 0.09% | 155 |
|
|
2024
Q3 | $331K | Buy |
26,628
+2,133
| +9% | +$26.5K | 0.15% | 100 |
|
|
2024
Q2 | $292K | Buy |
24,495
+9,779
| +66% | +$117K | 0.15% | 98 |
|
|
2024
Q1 | $175K | Hold |
14,716
| – | – | 0.1% | 140 |
|
|
2023
Q4 | $179K | Buy |
+14,716
| New | +$179K | 0.12% | 118 |
|
|
2023
Q3 | – | Sell |
-12,749
| Closed | -$155K | – | 102 |
|
|
2023
Q2 | $155K | Buy |
12,749
+2,450
| +24% | +$29.8K | 0.11% | 116 |
|
|
2023
Q1 | $130K | Buy |
+10,299
| New | +$130K | 0.11% | 112 |
|
|
2022
Q4 | – | Sell |
-4,300
| Closed | -$53K | – | 139 |
|
|
2022
Q3 | $53K | Hold |
4,300
| – | – | 0.05% | 135 |
|
|
2022
Q2 | $59K | Buy |
+4,300
| New | +$59K | 0.05% | 139 |
|