AWM
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Altium Wealth Management’s BlackRock MuniHoldings Fund MHD Stock Holding History

Altium Wealth Management’s Portfolio MHD Stock Details MHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-25,573
Closed -$398K – 338
2020
Q1 		$398K Hold
25,573
– – 0.05% 163
2019
Q4 		$433K Hold
25,573
– – 0.05% 180
2019
Q3 		$420K Buy
+25,573
New +$420K 0.06% 178