Caldwell Trust’s BlackRock MuniHoldings Fund MHD Stock Holding History

Caldwell Trust’s Portfolio MHD Stock Details MHD Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$93K	Buy
2020 Q2	–	Sell
2020 Q1	$26.9K	Hold
2019 Q4	$29.2K	Buy