Integrated Wealth Concepts’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
Q1 | – | Sell |
-10,919
| Closed | -$122K | – | 1753 |
|
2024
Q4 | $122K | Hold |
10,919
| – | – | ﹤0.01% | 1645 |
|
2024
Q3 | $132K | Hold |
10,919
| – | – | ﹤0.01% | 1586 |
|
2024
Q2 | $131K | Hold |
10,919
| – | – | ﹤0.01% | 1561 |
|
2024
Q1 | $129K | Hold |
10,919
| – | – | ﹤0.01% | 1566 |
|
2023
Q4 | $131K | Hold |
10,919
| – | – | ﹤0.01% | 1508 |
|
2023
Q3 | $112K | Sell |
10,919
-1,000
| -8% | -$10.3K | ﹤0.01% | 1473 |
|
2023
Q2 | $141K | Buy |
+11,919
| New | +$141K | ﹤0.01% | 1464 |
|