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Pinnacle Wealth Planning Services, Inc. → BTZ
Pinnacle Wealth Planning Services, Inc. BTZ Position History
BlackRock Credit Allocation Income Trust • Financial Services
Quarters held
5
Latest value
$93K
Q3 2026
Peak value
$154K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $154K |
| Q4 2025 | $143K |
| Q1 2026 | $110K |
| Q2 2026 | $116K |
| Q3 2026 | $93K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $93K | 10.0K | — | — |
| Q2 2026 | $116K | 11.4K | — | — |
| Q1 2026 | $110K | 10.9K | — | — |
| Q4 2025 | $143K | 13.2K | — | — |
| Q3 2025 | $154K | 13.9K | — | — |