Avior Wealth Management’s BlackRock MuniHoldings Fund MHD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-23,220
Closed -$273K 746
2025
Q1
$273K Buy
23,220
+1,246
+6% +$14.6K 0.01% 572
2024
Q4
$256K Buy
21,974
+1,562
+8% +$18.2K 0.01% 633
2024
Q3
$258K Buy
20,412
+2,452
+14% +$31K 0.01% 632
2024
Q2
$217K Sell
17,960
-12
-0.1% -$145 0.01% 649
2024
Q1
$217K Buy
+17,972
New +$217K 0.01% 687