Moneta Group Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-16,694
| Closed | -$205K | – | 473 |
|
|
2022
Q1 | $205K | Sell |
16,694
-11,072
| -40% | -$136K | 0.01% | 425 |
|
|
2021
Q4 | $404K | Buy |
27,766
+37
| +0.1% | +$538 | 0.02% | 326 |
|
|
2021
Q3 | $409K | Sell |
27,729
-23
| -0.1% | -$339 | 0.02% | 313 |
|
|
2021
Q2 | $416K | Buy |
27,752
+15,356
| +124% | +$230K | 0.02% | 309 |
|
|
2021
Q1 | $178K | Buy |
12,396
+28
| +0.2% | +$402 | 0.01% | 409 |
|
|
2020
Q4 | $176K | Buy |
+12,368
| New | +$176K | 0.01% | 306 |
|