B. Riley Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-16,290
| Closed | -$168K | – | 1404 |
|
|
2024
Q1 | $168K | Buy |
+16,290
| New | +$168K | ﹤0.01% | 1301 |
|
|
2023
Q4 | – | Sell |
-16,290
| Closed | -$168K | – | 1400 |
|
|
2023
Q3 | $168K | Sell |
16,290
-6,665
| -29% | -$68.8K | ﹤0.01% | 1301 |
|
|
2023
Q2 | $273K | Buy |
22,955
+151
| +0.7% | +$1.8K | 0.01% | 1173 |
|
|
2023
Q1 | $267K | Sell |
22,804
-4,699
| -17% | -$55.1K | 0.01% | 1130 |
|
|
2022
Q4 | $298K | Buy |
+27,503
| New | +$298K | 0.01% | 1049 |
|
|
2015
Q1 | – | Sell |
-645
| Closed | -$10 | – | 710 |
|
|
2014
Q4 | $10 | Buy |
+645
| New | +$10 | ﹤0.01% | 2850 |
|