Steward Partners Investment Advisory’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 | $147K | Sell |
13,625
-6,088
| -31% | -$65.8K | ﹤0.01% | 1902 |
|
|
2025
Q1 | $216K | Hold |
19,713
| – | – | ﹤0.01% | 1606 |
|
|
2024
Q4 | $221K | Sell |
19,713
-654
| -3% | -$7.33K | ﹤0.01% | 1554 |
|
|
2024
Q3 | $246K | Buy |
20,367
+100
| +0.5% | +$1.21K | ﹤0.01% | 1423 |
|
|
2024
Q2 | $243K | Buy |
20,267
+400
| +2% | +$4.79K | ﹤0.01% | 1357 |
|
|
2024
Q1 | $235K | Hold |
19,867
| – | – | ﹤0.01% | 1363 |
|
|
2023
Q4 | $239K | Hold |
19,867
| – | – | ﹤0.01% | 1309 |
|
|
2023
Q3 | $204K | Sell |
19,867
-200
| -1% | -$2.06K | ﹤0.01% | 1273 |
|
|
2023
Q2 | $238K | Buy |
20,067
+2,300
| +13% | +$27.3K | ﹤0.01% | 1209 |
|
|
2023
Q1 | $208K | Buy |
17,767
+449
| +3% | +$5.25K | ﹤0.01% | 1258 |
|
|
2022
Q4 | $188K | Buy |
17,318
+2,100
| +14% | +$22.7K | ﹤0.01% | 1264 |
|
|
2022
Q3 | $156K | Hold |
15,218
| – | – | ﹤0.01% | 1305 |
|
|
2022
Q2 | $172K | Buy |
15,218
+3,500
| +30% | +$39.6K | ﹤0.01% | 1269 |
|
|
2022
Q1 | $144K | Buy |
11,718
+10,688
| +1,038% | +$131K | ﹤0.01% | 1439 |
|
|
2021
Q4 | $15K | Hold |
1,030
| – | – | ﹤0.01% | 2430 |
|
|
2021
Q3 | $15K | Hold |
1,030
| – | – | ﹤0.01% | 2442 |
|
|
2021
Q2 | $15K | Hold |
1,030
| – | – | ﹤0.01% | 5496 |
|
|
2021
Q1 | $14.8K | Hold |
1,030
| – | – | ﹤0.01% | 2608 |
|
|
2020
Q4 | $15K | Hold |
1,030
| – | – | ﹤0.01% | 2150 |
|
|
2020
Q3 | $14K | Hold |
1,030
| – | – | ﹤0.01% | 2005 |
|
|
2020
Q2 | $14K | Hold |
1,030
| – | – | ﹤0.01% | 1889 |
|
|
2020
Q1 | $13K | Hold |
1,030
| – | – | ﹤0.01% | 1751 |
|
|
2019
Q4 | $13K | Hold |
1,030
| – | – | ﹤0.01% | 1906 |
|
|
2019
Q3 | $14K | Hold |
1,030
| – | – | ﹤0.01% | 1846 |
|
|
2019
Q2 | $13K | Buy |
+1,030
| New | +$13K | ﹤0.01% | 1862 |
|
|
2018
Q4 | – | Sell |
-1,030
| Closed | -$13K | – | 905 |
|
|
2018
Q3 | $13K | Buy |
+1,030
| New | +$13K | ﹤0.01% | 1753 |
|