Thomas J. Herzfeld Advisors, Inc. BCAT Holdings History
Thomas J. Herzfeld Advisors, Inc.'s BlackRock Capital Allocation Trust Holding Summary
As of 2025-03-31, Thomas J. Herzfeld Advisors, Inc. held 430.00 shares of BlackRock Capital Allocation Trust(BCAT), totaling $6,190.00. This investment constitutes 0% of their stock portfolio, and Thomas J. Herzfeld Advisors, Inc. now holds 0% of the outstanding BlackRock Capital Allocation Trust(BCAT) stock.
The initial trade took place in 2021Q4. And since then Thomas J. Herzfeld Advisors, Inc. has made 7 purchases of BCAT, at an average price of $17.28, for a total of 605,940.00 shares. In addition, there have been 7 sales at an average price of $14.99 for 605,510.00 shares. Based on historical transaction data and BCAT's current price of $14.96, Thomas J. Herzfeld Advisors, Inc.'s estimated gain on his BCAT holdings is $-1.39 Mil, reflecting a -13.28% gain to date.
Thomas J. Herzfeld Advisors, Inc. BCAT ($14.96) Holding Chart
Thomas J. Herzfeld Advisors, Inc. BCAT ($14.96) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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