Back to BTZ
Shulman DeMeo Asset Management LLC → BTZ
Shulman DeMeo Asset Management LLC BTZ Position History
BlackRock Credit Allocation Income Trust • Financial Services
Quarters held
5
Latest value
$466K
Q3 2026
Peak value
$598K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $598K |
| Q4 2025 | $585K |
| Q1 2026 | $510K |
| Q2 2026 | $514K |
| Q3 2026 | $466K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $466K | 50.2K | — | — |
| Q2 2026 | $514K | 50.3K | — | — |
| Q1 2026 | $510K | 50.5K | — | — |
| Q4 2025 | $585K | 54.0K | — | — |
| Q3 2025 | $598K | 54.1K | — | — |