Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 29 buys in history.
Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| KULR Technology Group, Inc. | 20,000 | reported | 07 Jun 2021 | tx 1+20,000 |
| BLACKROCK CREDIT ALLOCATION INCOME TRUST | 16,912.09 | reported | 02 Jan 2026 | tx 18+13,825.6 |
| BLACKROCK Ltd DURATION INCOME TRUST | 13,654.08 | reported | 02 Jan 2026 | tx 18+11,105.63 |
| BlackRock Enhanced Equity Dividend Trust | 12,370.74 | reported | 02 Jan 2026 | tx 18+10,043.59 |
| BOEING CO | 8,275.64 | reported | 02 Jan 2026 | tx 19+8,275.65 |
| BlackRock Enhanced Large Cap Core Fund, Inc. | 5,611.89 | reported | 02 Jan 2026 | tx 18+4,650.76 |
| BlackRock Capital Allocation Term Trust | 60 | reported | 28 Oct 2024 | tx 1+60 |
| BlackRock ESG Capital Allocation Term Trust | 60 | reported | 28 Oct 2024 | tx 1+60 |
| BlackRock Utilities, Infrastructure & Power Opportunities Trust | 40 | reported | 28 Oct 2024 | tx 1+40 |
| BlackRock 2037 Municipal Target Term Trust | 40 | reported | 28 Oct 2024 | tx 1+40 |