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FLAGSHIP HARBOR ADVISORS, LLC → BTZ
FLAGSHIP HARBOR ADVISORS, LLC BTZ Position History
BlackRock Credit Allocation Income Trust • Financial Services
Quarters held
6
Latest value
$288K
Q3 2026
Peak value
$373K
First seen
Q2 2024
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q2 2024 | $180K |
| Q3 2025 | $242K |
| Q4 2025 | $373K |
| Q1 2026 | $358K |
| Q2 2026 | $330K |
| Q3 2026 | $288K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $288K | 30.9K | — | — |
| Q2 2026 | $330K | 32.3K | — | — |
| Q1 2026 | $358K | 35.5K | — | — |
| Q4 2025 | $373K | 34.5K | — | — |
| Q3 2025 | $242K | 21.9K | — | — |
| Q2 2024 | $180K | 16.8K | — | — |