Atria Wealth Solutions’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 |
-17,510
| Closed | -$196K | – | 1863 |
|
|
2024
Q4 | $196K | Sell |
17,510
-30,000
| -63% | -$336K | ﹤0.01% | 1810 |
|
|
2024
Q3 | $577K | Buy |
+47,510
| New | +$577K | 0.01% | 1163 |
|
|
2023
Q1 | – | Sell |
-42,103
| Closed | -$455K | – | 1854 |
|
|
2022
Q4 | $455K | Buy |
42,103
+25,503
| +154% | +$276K | 0.01% | 1122 |
|
|
2022
Q3 | $171K | Buy |
+16,600
| New | +$171K | ﹤0.01% | 1572 |
|