Avantax Planning Partners’s BlackRock MuniHoldings Quality Fund II MUE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-20,644
| Closed | -$250K | – | 364 |
|
|
2022
Q1 | $250K | Hold |
20,644
| – | – | 0.01% | 311 |
|
|
2021
Q4 | $289K | Hold |
20,644
| – | – | 0.01% | 281 |
|
|
2021
Q3 | $285K | Hold |
20,644
| – | – | 0.01% | 262 |
|
|
2021
Q2 | $289K | Hold |
20,644
| – | – | 0.01% | 259 |
|
|
2021
Q1 | $277K | Hold |
20,644
| – | – | 0.01% | 251 |
|
|
2020
Q4 | $282K | Sell |
20,644
-2,310
| -10% | -$31.6K | 0.01% | 236 |
|
|
2020
Q3 | $292K | Buy |
+22,954
| New | +$292K | 0.02% | 231 |
|