Core Wealth Partners’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 | $166K | Hold |
15,320
| – | – | 0.08% | 167 |
|
|
2025
Q1 | $168K | Hold |
15,320
| – | – | 0.1% | 159 |
|
|
2024
Q4 | $172K | Hold |
15,320
| – | – | 0.1% | 162 |
|
|
2024
Q3 | $185K | Hold |
15,320
| – | – | 0.11% | 160 |
|
|
2024
Q2 | $183K | Hold |
15,320
| – | – | 0.13% | 143 |
|
|
2024
Q1 | $181K | Hold |
15,320
| – | – | 0.14% | 136 |
|
|
2023
Q4 | $184K | Hold |
15,320
| – | – | 0.15% | 117 |
|
|
2023
Q3 | $158K | Hold |
15,320
| – | – | 0.14% | 107 |
|
|
2023
Q2 | $182K | Hold |
15,320
| – | – | 0.17% | 107 |
|
|
2023
Q1 | $179K | Buy |
+15,320
| New | +$179K | 0.18% | 98 |
|