Caldwell Trust’s BLACKROCK MUNIHOLDINGS INVESTMENT QUALITY FUND MFL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-4,000
|
|
||||
|
2022
Q1 | $49K | Hold |
4,000
|
|
||||
|
2021
Q4 | $59.4K | Hold |
4,000
|
|
||||
|
2021
Q3 | $58.1K | Hold |
4,000
|
|
||||
|
2021
Q2 | $59.1K | Hold |
4,000
|
|
||||
|
2021
Q1 | $57.2K | Hold |
4,000
|
|
||||
|
2020
Q4 | $56.3K | Hold |
4,000
|
|
||||
|
2020
Q3 | $53.6K | Hold |
4,000
|
|
||||
|
2020
Q2 | $51.7K | Hold |
4,000
|
|
||||
|
2020
Q1 | $52.3K | Hold |
4,000
|
|
||||
|
2019
Q4 | $53.2K | Buy |
+4,000
|
|