Avantax Planning Partners’s BlackRock MuniYield Fund MYD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-18,102
| Closed | -$266K | – | 374 |
|
|
2021
Q4 | $266K | Hold |
18,102
| – | – | 0.01% | 292 |
|
|
2021
Q3 | $269K | Hold |
18,102
| – | – | 0.01% | 270 |
|
|
2021
Q2 | $273K | Hold |
18,102
| – | – | 0.01% | 268 |
|
|
2021
Q1 | $260K | Hold |
18,102
| – | – | 0.01% | 259 |
|
|
2020
Q4 | $260K | Sell |
18,102
-6,934
| -28% | -$99.6K | 0.01% | 244 |
|
|
2020
Q3 | $336K | Buy |
+25,036
| New | +$336K | 0.02% | 217 |
|