B. Riley Wealth Advisors’s BlackRock MuniHoldings Fund MHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $562K | Sell |
|
|||||
|
2021
Q4 | $772K | Buy |
|
|||||
|
2021
Q3 | $748K | Buy |
|
|||||
|
2021
Q2 | $760K | Buy |
|
|||||
|
2021
Q1 | $718K | Buy |
|
|||||
|
2020
Q4 | $720K | Buy |
|
|||||
|
2020
Q3 | $639K | Sell |
|
|||||
|
2020
Q2 | $642K | Sell |
|
|||||
|
2020
Q1 | $694K | Buy |
|
|||||
|
2019
Q4 | $683K | Buy |
|
|||||
|
2019
Q3 | $656K | Sell |
|
|||||
|
2019
Q2 | $1.1M | Buy |
|
|||||
|
2019
Q1 | $1.01M | Buy |
|
|||||
|
2018
Q4 | $552K | Buy |
|
|||||
|
2018
Q3 | $191K | Buy |
|
|||||
|
2015
Q1 | – | Sell |
|
|||||
|
2014
Q4 | $138 | Buy |
|
|||||
|
2014
Q3 | – | Sell |
|
|||||
|
2014
Q2 | $153K | Buy |
|
|||||
|
2014
Q1 | $146K | Buy |
|
|||||
|
2013
Q4 | $135K | Buy |
|
|||||
|
2013
Q3 | $141K | Buy |
|
|||||
|
2013
Q2 | $153K | Buy |
|