BDO Wealth Advisors’s BlackRock MuniHoldings Fund MHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $95K | Sell |
8,171
-1,650
| -17% | -$19.2K | 0.01% | 350 |
|
|
2023
Q1 | $118K | Sell |
9,821
-1,918
| -16% | -$23.1K | 0.01% | 308 |
|
|
2022
Q4 | $143K | Sell |
11,739
-21,901
| -65% | -$266K | 0.02% | 291 |
|
|
2022
Q3 | $378K | Sell |
33,640
-8,543
| -20% | -$96K | 0.05% | 194 |
|
|
2022
Q2 | $535K | Sell |
42,183
-4,253
| -9% | -$53.9K | 0.07% | 163 |
|
|
2022
Q1 | $661K | Hold |
46,436
| – | – | 0.07% | 161 |
|
|
2021
Q4 | $778K | Sell |
46,436
-11,369
| -20% | -$190K | 0.08% | 152 |
|
|
2021
Q3 | $946K | Sell |
57,805
-21,967
| -28% | -$359K | 0.1% | 135 |
|
|
2021
Q2 | $1.34M | Sell |
79,772
-11,130
| -12% | -$187K | 0.15% | 113 |
|
|
2021
Q1 | $1.45M | Buy |
+90,902
| New | +$1.45M | 0.17% | 101 |
|