Geneos 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-446
| Closed | -$5K | – | 2408 |
|
|
2018
Q4 | $5K | Hold |
446
| – | – | ﹤0.01% | 1970 |
|
|
2018
Q3 | $5K | Hold |
446
| – | – | ﹤0.01% | 2043 |
|
|
2018
Q2 | $5K | Hold |
446
| – | – | ﹤0.01% | 1902 |
|
|
2018
Q1 | $5K | Hold |
446
| – | – | ﹤0.01% | 1837 |
|
|
2017
Q4 | $6K | Hold |
446
| – | – | ﹤0.01% | 1763 |
|
|
2017
Q3 | $6K | Hold |
446
| – | – | ﹤0.01% | 1702 |
|
|
2017
Q2 | $6K | Hold |
446
| – | – | ﹤0.01% | 1664 |
|
|
2017
Q1 | $6K | Hold |
446
| – | – | ﹤0.01% | 1624 |
|
|
2016
Q4 | $6K | Hold |
446
| – | – | ﹤0.01% | 1558 |
|
|
2016
Q3 | $7K | Hold |
446
| – | – | ﹤0.01% | 1468 |
|
|
2016
Q2 | $7K | Hold |
446
| – | – | ﹤0.01% | 1416 |
|
|
2016
Q1 | $7K | Buy |
+446
| New | +$7K | ﹤0.01% | 1406 |
|