Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 5 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 |
|---|---|---|---|---|
| BlackRock Science & Technology Term Trust | 7,775.25 | reported | 31 Jan 2025 | tx 24+12,320.32−5,436.08 |
| BlackRock Resources & Commodities Strategy Trust | 7,330.85 | reported | 31 Jan 2025 | tx 42+39,905.06−38,511.35 |
| BlackRock Health Sciences Term Trust | 4,273.2 | reported | 31 Jan 2025 | tx 8+6,661.66−1,218.4 |
| BlackRock Enhanced Equity Dividend Trust | 3,596.88 | reported | 30 Jan 2026 | tx 61+70,474.05−57,929.69 |
| BlackRock Technology & Private Equity Term Trust | 2,480.75 | reported | 31 Jan 2025 | tx 6+9,064.34−2,480.74 |
| BlackRock Enhanced Global Dividend Trust | 2,081.85 | reported | 30 Jan 2026 | tx 54+47,594.76−45,237.63 |
| BlackRock Health Sciences Trust | 1,234.44 | reported | 31 Jan 2025 | tx 41+9,399.5−8,439.76 |
| BlackRock Enhanced Large Cap Core Fund, Inc. | 1,223.2 | reported | 30 Jan 2026 | tx 54+30,775.51−26,748.67 |
| BlackRock Energy & Resources Trust | 807.24 | reported | 30 Jan 2026 | tx 53+45,597.69−44,047.72 |
| BlackRock World Investment Trust | 100 | reported | 13 Feb 2006 | tx 1+100 |
7 purchases reported after at least 12 months of silence — most recent on 11 Jan 2023.