Blue Bell Private Wealth Management’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
Q2
$5.41K Hold
500
﹤0.01% 576
2025
Q1
$5.49K Buy
+500
New +$5.49K ﹤0.01% 567
2024
Q3
Sell
-1,138
Closed -$13.6K 692
2024
Q2
$13.6K Sell
1,138
-1,700
-60% -$20.3K ﹤0.01% 488
2024
Q1
$33.5K Buy
2,838
+100
+4% +$1.18K 0.01% 404
2023
Q4
$32.9K Buy
+2,738
New +$32.9K 0.01% 373