B. Riley Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-13,863
| Closed | -$160K | – | 1238 |
|
|
2024
Q3 | $160K | Buy |
13,863
+92
| +0.7% | +$1.06K | ﹤0.01% | 1170 |
|
|
2024
Q2 | $154K | Sell |
13,771
-5,051
| -27% | -$56.3K | ﹤0.01% | 1271 |
|
|
2024
Q1 | $181K | Buy |
18,822
+5,159
| +38% | +$49.5K | ﹤0.01% | 1292 |
|
|
2023
Q4 | $152K | Sell |
13,663
-5,159
| -27% | -$57.4K | ﹤0.01% | 1293 |
|
|
2023
Q3 | $181K | Sell |
18,822
-6,677
| -26% | -$64.1K | ﹤0.01% | 1292 |
|
|
2023
Q2 | $277K | Buy |
25,499
+137
| +0.5% | +$1.49K | 0.01% | 1163 |
|
|
2023
Q1 | $281K | Sell |
25,362
-4,666
| -16% | -$51.7K | 0.01% | 1105 |
|
|
2022
Q4 | $322K | Buy |
+30,028
| New | +$322K | 0.01% | 1014 |
|