Wellspring Financial 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
Q4 | – | Sell |
-20,400
| Closed | -$210K | – | 131 |
|
|
2022
Q3 | $210K | Hold |
20,400
| – | – | 0.08% | 78 |
|
|
2022
Q2 | $231K | Buy |
20,400
+2,500
| +14% | +$28.3K | 0.08% | 76 |
|
|
2022
Q1 | $220K | Hold |
17,900
| – | – | 0.06% | 86 |
|
|
2021
Q4 | $260K | Hold |
17,900
| – | – | 0.07% | 81 |
|
|
2021
Q3 | $264K | Hold |
17,900
| – | – | 0.08% | 83 |
|
|
2021
Q2 | $268K | Buy |
+17,900
| New | +$268K | 0.08% | 77 |
|
|
2021
Q1 | – | Sell |
-18,800
| Closed | -$268K | – | 92 |
|
|
2020
Q4 | $268K | Buy |
18,800
+8,500
| +83% | +$121K | 0.09% | 75 |
|
|
2020
Q3 | $136K | Hold |
10,300
| – | – | 0.05% | 86 |
|
|
2020
Q2 | $136K | Buy |
+10,300
| New | +$136K | 0.06% | 85 |
|