Regatta Capital Group’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
$227K Hold
21,021
0.04% 196
2025
Q1
$231K Hold
21,021
0.04% 172
2024
Q4
$235K Hold
21,021
0.05% 170
2024
Q3
$254K Sell
21,021
-30,365
-59% -$367K 0.05% 169
2024
Q2
$615K Sell
51,386
-1,400
-3% -$16.8K 0.13% 100
2024
Q1
$624K Sell
52,786
-1,750
-3% -$20.7K 0.14% 100
2023
Q4
$656K Sell
54,536
-9,820
-15% -$118K 0.17% 89
2023
Q3
$662K Sell
64,356
-4,093
-6% -$42.1K 0.21% 82
2023
Q2
$812K Sell
68,449
-32,468
-32% -$385K 0.26% 77
2023
Q1
$1.09M Hold
100,917
0.39% 64
2022
Q4
$1.09M Sell
100,917
-167,062
-62% -$1.81M 0.39% 64
2022
Q3
$3.04M Buy
267,979
+116,017
+76% +$1.31M 1.24% 16
2022
Q2
$1.72M Sell
151,962
-114,022
-43% -$1.29M 0.82% 22
2022
Q1
$3.27M Buy
265,984
+1,939
+0.7% +$23.8K 1.13% 19
2021
Q4
$3.84M Buy
+264,045
New +$3.84M 1.34% 15