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