Apriem Advisors’s BlackRock CA Municipal Income Trust BFZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-22,000
| Closed | -$246K | – | 183 |
|
|
2024
Q4 | $246K | Hold |
22,000
| – | – | 0.03% | 164 |
|
|
2024
Q3 | $266K | Hold |
22,000
| – | – | 0.03% | 145 |
|
|
2024
Q2 | $263K | Buy |
+22,000
| New | +$263K | 0.03% | 145 |
|
|
2017
Q2 | – | Sell |
-1,250
| Closed | -$18K | – | 178 |
|
|
2017
Q1 | $18K | Hold |
1,250
| – | – | ﹤0.01% | 355 |
|
|
2016
Q4 | $18K | Hold |
1,250
| – | – | 0.01% | 366 |
|
|
2016
Q3 | $21K | Hold |
1,250
| – | – | 0.01% | 326 |
|
|
2016
Q2 | $21K | Hold |
1,250
| – | – | 0.01% | 333 |
|
|
2016
Q1 | $20K | Hold |
1,250
| – | – | 0.01% | 306 |
|
|
2015
Q4 | $20K | Buy |
+1,250
| New | +$20K | 0.01% | 299 |
|
|
2014
Q3 | – | Sell |
-1,250
| Closed | -$19K | – | 531 |
|
|
2014
Q2 | $19K | Buy |
+1,250
| New | +$19K | 0.01% | 283 |
|