AWS
AJ Wealth Strategies’s BlackRock CA Municipal Income Trust BFZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-50,562
| Closed | -$621K | – | 310 |
|
|
2022
Q1 | $621K | Hold |
50,562
| – | – | 0.03% | 179 |
|
|
2021
Q4 | $736K | Hold |
50,562
| – | – | 0.04% | 161 |
|
|
2021
Q3 | $746K | Buy |
50,562
+1,300
| +3% | +$19.2K | 0.04% | 153 |
|
|
2021
Q2 | $738K | Sell |
49,262
-6,845
| -12% | -$103K | 0.04% | 149 |
|
|
2021
Q1 | $806K | Buy |
+56,107
| New | +$806K | 0.06% | 128 |
|
|
2020
Q3 | – | Sell |
-56,107
| Closed | -$739K | – | 225 |
|
|
2020
Q2 | $739K | Hold |
56,107
| – | – | 0.08% | 102 |
|
|
2020
Q1 | $712K | Hold |
56,107
| – | – | 0.1% | 72 |
|
|
2019
Q4 | $761K | Buy |
+56,107
| New | +$761K | 0.09% | 64 |
|
|
2019
Q3 | – | Sell |
-32,457
| Closed | -$430K | – | 118 |
|
|
2019
Q2 | $430K | Buy |
+32,457
| New | +$430K | 0.06% | 71 |
|