Melfa 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 | $820K | Buy |
75,891
+9
| +0% | +$97 | 0.52% | 49 |
|
2025
Q1 | $833K | Buy |
75,882
+6
| +0% | +$66 | 0.56% | 46 |
|
2024
Q4 | $850K | Buy |
75,876
+11
| +0% | +$123 | 0.57% | 47 |
|
2024
Q3 | $917K | Buy |
75,865
+8
| +0% | +$97 | 0.61% | 44 |
|
2024
Q2 | $908K | Buy |
75,857
+58
| +0.1% | +$694 | 0.63% | 42 |
|
2024
Q1 | $896K | Buy |
75,799
+107
| +0.1% | +$1.27K | 0.65% | 42 |
|
2023
Q4 | $911K | Buy |
75,692
+187
| +0.2% | +$2.25K | 0.86% | 33 |
|
2023
Q3 | $777K | Sell |
75,505
-3,606
| -5% | -$37.1K | 0.84% | 31 |
|
2023
Q2 | $938K | Sell |
79,111
-10,541
| -12% | -$125K | 0.95% | 25 |
|
2023
Q1 | $1.05M | Sell |
89,652
-12,341
| -12% | -$144K | 1.05% | 24 |
|
2022
Q4 | $1.1M | Buy |
+101,993
| New | +$1.1M | 1.15% | 23 |
|