Ownership history in Transform Wealth, LLC · 5 quarters on record
This page tracks every 13F SEC filing in which Transform Wealth, LLC reported a position in BLACKROCK ENHANCED GOVT FD I (XEGFX). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2024 Q4 | REDUCED | 10,657 | -3,018 | -22.1% | 0.01% | $103K | $9.93 |
| 2023 Q4 | ADDED | 13,675 | +1,200 | +9.6% | 0.01% | $133K | $10.35 |
| 2023 Q3 | REDUCED | 12,475 | -12,475 | -50.0% | 0.01% | $123K | $9.95 |
| 2023 Q2 | UNCHANGED | 24,950 | — | 0% | 0.02% | $238K | $10.30 |
| 2023 Q1 | INITIATED | 24,950 | — | — | 0.02% | $243K | $10.45 |