Napa 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 | $123K | Sell |
11,391
-1,480
| -11% | -$16K | 0.06% | 132 |
|
|
2025
Q1 | $141K | Sell |
12,871
-787
| -6% | -$8.64K | 0.08% | 157 |
|
|
2024
Q4 | $153K | Hold |
13,658
| – | – | 0.07% | 167 |
|
|
2024
Q3 | $165K | Sell |
13,658
-1,500
| -10% | -$18.1K | 0.08% | 155 |
|
|
2024
Q2 | $181K | Sell |
15,158
-16,456
| -52% | -$197K | 0.12% | 113 |
|
|
2024
Q1 | $374K | Hold |
31,614
| – | – | 0.2% | 45 |
|
|
2023
Q4 | $380K | Buy |
+31,614
| New | +$380K | 0.21% | 77 |
|