Global Retirement 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 | $209K | Buy |
+19,370
| New | +$209K | 0.01% | 1067 |
|
|
2024
Q4 | $89.6K | Sell |
8,000
-2,159
| -21% | -$24.2K | ﹤0.01% | 1333 |
|
|
2024
Q3 | $123K | Hold |
10,159
| – | – | ﹤0.01% | 1138 |
|
|
2024
Q2 | $122K | Hold |
10,159
| – | – | ﹤0.01% | 1098 |
|
|
2024
Q1 | $120K | Hold |
10,159
| – | – | ﹤0.01% | 1001 |
|
|
2023
Q4 | $119K | Sell |
10,159
-22,000
| -68% | -$258K | 0.01% | 959 |
|
|
2023
Q3 | $327K | Hold |
32,159
| – | – | 0.02% | 537 |
|
|
2023
Q2 | $381K | Hold |
32,159
| – | – | 0.02% | 510 |
|
|
2023
Q1 | $383K | Buy |
32,159
+15,000
| +87% | +$178K | 0.02% | 486 |
|
|
2022
Q4 | $186K | Buy |
17,159
+10,024
| +140% | +$109K | 0.01% | 609 |
|
|
2022
Q3 | $72K | Buy |
7,135
+109
| +2% | +$1.1K | 0.01% | 880 |
|
|
2022
Q2 | $80K | Buy |
7,026
+26
| +0.4% | +$296 | 0.01% | 825 |
|
|
2022
Q1 | $78K | Buy |
7,000
+3,000
| +75% | +$33.4K | 0.01% | 837 |
|
|
2021
Q4 | $58K | Hold |
4,000
| – | – | 0.04% | 88 |
|
|
2021
Q3 | $59K | Hold |
4,000
| – | – | 0.01% | 793 |
|
|
2021
Q2 | $60K | Buy |
4,000
+2,000
| +100% | +$30K | 0.01% | 779 |
|
|
2021
Q1 | $29K | Buy |
+2,000
| New | +$29K | ﹤0.01% | 981 |
|