Carson Wealth (CWM LLC)’s BlackRock CA Municipal Income Trust BFZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $67K | Hold |
6,153
| – | – | ﹤0.01% | 3033 |
|
|
2025
Q1 | $68K | Hold |
6,153
| – | – | ﹤0.01% | 2718 |
|
|
2024
Q4 | $69K | Buy |
6,153
+2,305
| +60% | +$25.8K | ﹤0.01% | 2540 |
|
|
2024
Q3 | $47K | Hold |
3,848
| – | – | ﹤0.01% | 2729 |
|
|
2024
Q2 | $46K | Hold |
3,848
| – | – | ﹤0.01% | 2519 |
|
|
2024
Q1 | $45K | Hold |
3,848
| – | – | ﹤0.01% | 2347 |
|
|
2023
Q4 | $46K | Hold |
3,848
| – | – | ﹤0.01% | 2220 |
|
|
2023
Q3 | $40K | Hold |
3,848
| – | – | ﹤0.01% | 2198 |
|
|
2023
Q2 | $46K | Hold |
3,848
| – | – | ﹤0.01% | 2049 |
|
|
2023
Q1 | $45K | Hold |
3,848
| – | – | ﹤0.01% | 1928 |
|
|
2022
Q4 | $42K | Buy |
3,848
+2,884
| +299% | +$31.5K | ﹤0.01% | 1838 |
|
|
2022
Q3 | $10K | Hold |
964
| – | – | ﹤0.01% | 2657 |
|
|
2022
Q2 | $11K | Hold |
964
| – | – | ﹤0.01% | 2504 |
|
|
2022
Q1 | $12K | Buy |
+964
| New | +$12K | ﹤0.01% | 2351 |
|