Laird Norton Wetherby Wealth Management’s BlackRock CA Municipal Income Trust BFZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-11,402
| Closed | -$150K | – | 878 |
|
|
2020
Q3 | $150K | Buy |
11,402
+368
| +3% | +$4.84K | 0.01% | 665 |
|
|
2020
Q2 | $145K | Sell |
11,034
-430
| -4% | -$5.65K | 0.01% | 673 |
|
|
2020
Q1 | $145K | Buy |
+11,464
| New | +$145K | 0.02% | 606 |
|
|
2019
Q4 | – | Sell |
-10,042
| Closed | -$137K | – | 699 |
|
|
2019
Q3 | $137K | Sell |
10,042
-687
| -6% | -$9.37K | 0.01% | 682 |
|
|
2019
Q2 | $142K | Hold |
10,729
| – | – | 0.02% | 662 |
|
|
2019
Q1 | $138K | Sell |
10,729
-6,797
| -39% | -$87.4K | 0.02% | 639 |
|
|
2018
Q4 | $210K | Buy |
17,526
+474
| +3% | +$5.68K | 0.03% | 572 |
|
|
2018
Q3 | $211K | Hold |
17,052
| – | – | 0.03% | 615 |
|
|
2018
Q2 | $222K | Buy |
17,052
+705
| +4% | +$9.18K | 0.03% | 572 |
|
|
2018
Q1 | $212K | Buy |
16,347
+3,130
| +24% | +$40.6K | 0.03% | 593 |
|
|
2017
Q4 | $182K | Buy |
13,217
+921
| +7% | +$12.7K | 0.03% | 607 |
|
|
2017
Q3 | $178K | Buy |
+12,296
| New | +$178K | 0.03% | 581 |
|