Atria Wealth Solutions’s BlackRock MuniHoldings California Quality Fund MUC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $230K | Sell |
22,112
-131,824
| -86% | -$1.37M | 0.01% | 1297 |
|
|
2025
Q1 | $1.66M | Sell |
153,936
-13,501
| -8% | -$145K | 0.02% | 698 |
|
|
2024
Q4 | $1.78M | Buy |
167,437
+38,842
| +30% | +$413K | 0.02% | 684 |
|
|
2024
Q3 | $1.49M | Buy |
128,595
+8,453
| +7% | +$97.7K | 0.02% | 754 |
|
|
2024
Q2 | $1.34M | Sell |
120,142
-15,881
| -12% | -$177K | 0.01% | 771 |
|
|
2024
Q1 | $1.5M | Buy |
136,023
+12,687
| +10% | +$140K | 0.02% | 731 |
|
|
2023
Q4 | $1.37M | Buy |
123,336
+20,671
| +20% | +$230K | 0.02% | 740 |
|
|
2023
Q3 | $985K | Sell |
102,665
-4,600
| -4% | -$44.1K | 0.01% | 813 |
|
|
2023
Q2 | $1.17M | Sell |
107,265
-7,388
| -6% | -$80.4K | 0.02% | 777 |
|
|
2023
Q1 | $1.27M | Sell |
114,653
-33,906
| -23% | -$376K | 0.02% | 711 |
|
|
2022
Q4 | $1.6M | Buy |
148,559
+23,654
| +19% | +$254K | 0.03% | 592 |
|
|
2022
Q3 | $1.35M | Buy |
124,905
+92,732
| +288% | +$1M | 0.02% | 613 |
|
|
2022
Q2 | $385K | Sell |
32,173
-45,817
| -59% | -$548K | 0.01% | 1063 |
|
|
2022
Q1 | $1.02M | Buy |
+77,990
| New | +$1.02M | 0.02% | 721 |
|