Golden State 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 | $114K | Hold |
10,572
| – | – | 0.01% | 451 |
|
2025
Q1 | $116K | Hold |
10,572
| – | – | 0.02% | 411 |
|
2024
Q4 | $118K | Buy |
+10,572
| New | +$118K | 0.02% | 400 |
|
2019
Q4 | – | Sell |
-4,033
| Closed | -$55K | – | 132 |
|
2019
Q3 | $55K | Hold |
4,033
| – | – | 0.02% | 403 |
|
2019
Q2 | $53K | Buy |
4,033
+2,500
| +163% | +$32.9K | 0.02% | 442 |
|
2019
Q1 | $20K | Buy |
+1,533
| New | +$20K | 0.01% | 623 |
|