Carson Wealth (CWM LLC)’s BlackRock MuniYield Fund MYD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,008
| Closed | -$21K | – | 4394 |
|
|
2023
Q2 | $21K | Buy |
2,008
+238
| +13% | +$2.49K | ﹤0.01% | 2603 |
|
|
2023
Q1 | $19K | Sell |
1,770
-55
| -3% | -$590 | ﹤0.01% | 2546 |
|
|
2022
Q4 | $19K | Sell |
1,825
-50
| -3% | -$521 | ﹤0.01% | 2413 |
|
|
2022
Q3 | $19K | Buy |
1,875
+50
| +3% | +$507 | ﹤0.01% | 2253 |
|
|
2022
Q2 | $20K | Buy |
1,825
+55
| +3% | +$603 | ﹤0.01% | 2110 |
|
|
2022
Q1 | $22K | Hold |
1,770
| – | – | ﹤0.01% | 2018 |
|
|
2021
Q4 | $26K | Buy |
+1,770
| New | +$26K | ﹤0.01% | 1848 |
|
|
2021
Q2 | $5K | Hold |
300
| – | – | ﹤0.01% | 2351 |
|
|
2021
Q1 | $5K | Hold |
300
| – | – | ﹤0.01% | 2351 |
|
|
2020
Q4 | $5K | Hold |
300
| – | – | ﹤0.01% | 2351 |
|
|
2020
Q3 | $5K | Hold |
300
| – | – | ﹤0.01% | 2351 |
|
|
2020
Q2 | $5K | Hold |
300
| – | – | ﹤0.01% | 2351 |
|
|
2020
Q1 | $5K | Hold |
300
| – | – | ﹤0.01% | 2351 |
|
|
2019
Q4 | $5K | Hold |
300
| – | – | ﹤0.01% | 2351 |
|
|
2019
Q3 | $5K | Hold |
300
| – | – | ﹤0.01% | 2351 |
|
|
2019
Q2 | $5K | Hold |
300
| – | – | ﹤0.01% | 2351 |
|
|
2019
Q1 | $5K | Buy |
+300
| New | +$5K | ﹤0.01% | 2351 |
|