JPLA
Joseph P. Lucia & Associates’s BlackRock CA Municipal Income Trust BFZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-3,850
| Closed | -$57K | – | 163 |
|
|
2021
Q3 | $57K | Hold |
3,850
| – | – | 0.03% | 206 |
|
|
2021
Q2 | $58K | Hold |
3,850
| – | – | 0.03% | 210 |
|
|
2021
Q1 | $55K | Hold |
3,850
| – | – | 0.02% | 200 |
|
|
2020
Q4 | $55K | Buy |
+3,850
| New | +$55K | 0.04% | 181 |
|
|
2020
Q3 | – | Sell |
-3,850
| Closed | -$51K | – | 116 |
|
|
2020
Q2 | $51K | Hold |
3,850
| – | – | 0.05% | 170 |
|
|
2020
Q1 | $49K | Hold |
3,850
| – | – | 0.05% | 157 |
|
|
2019
Q4 | $52K | Hold |
3,850
| – | – | 0.05% | 171 |
|
|
2019
Q3 | $53K | Hold |
3,850
| – | – | 0.05% | 164 |
|
|
2019
Q2 | $51K | Buy |
+3,850
| New | +$51K | 0.05% | 166 |
|