Vista Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-10,600
| Closed | -$154K | – | 169 |
|
|
2021
Q4 | $154K | Hold |
10,600
| – | – | 0.08% | 163 |
|
|
2021
Q3 | $156K | Hold |
10,600
| – | – | 0.09% | 157 |
|
|
2021
Q2 | $159K | Hold |
10,600
| – | – | 0.09% | 155 |
|
|
2021
Q1 | $152K | Buy |
10,600
+465
| +5% | +$6.67K | 0.09% | 155 |
|
|
2020
Q4 | $144K | Hold |
10,135
| – | – | 0.1% | 149 |
|
|
2020
Q3 | $134K | Buy |
+10,135
| New | +$134K | 0.1% | 143 |
|
|
2020
Q1 | – | Sell |
-15,385
| Closed | -$209K | – | 128 |
|
|
2019
Q4 | $209K | Hold |
15,385
| – | – | 0.16% | 135 |
|
|
2019
Q3 | $211K | Hold |
15,385
| – | – | 0.17% | 130 |
|
|
2019
Q2 | $204K | Hold |
15,385
| – | – | 0.17% | 133 |
|
|
2019
Q1 | $197K | Sell |
15,385
-7,440
| -33% | -$95.3K | 0.17% | 135 |
|
|
2018
Q4 | $273K | Buy |
22,825
+11,525
| +102% | +$138K | 0.28% | 109 |
|
|
2018
Q3 | $140K | Buy |
11,300
+1,000
| +10% | +$12.4K | 0.12% | 142 |
|
|
2018
Q2 | $134K | Buy |
+10,300
| New | +$134K | 0.13% | 137 |
|