Carson Wealth (CWM LLC)’s BlackRock MuniYield Fund MYD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-1,559
| Closed | -$16K | – | 5757 |
|
|
2025
Q4 | $16K | Buy |
+1,559
| New | +$16.4K | ﹤0.01% | 4301 |
|
|
2023
Q3 | – | Sell |
-2,008
| Closed | -$21K | – | 4405 |
|
|
2023
Q2 | $21K | Buy |
2,008
+238
| +13% | +$2.48K | ﹤0.01% | 2606 |
|
|
2023
Q1 | $19K | Sell |
1,770
-55
| -3% | -$591 | ﹤0.01% | 2548 |
|
|
2022
Q4 | $19K | Sell |
1,825
-50
| -3% | -$509 | ﹤0.01% | 2415 |
|
|
2022
Q3 | $19K | Buy |
1,875
+50
| +3% | +$557 | ﹤0.01% | 2256 |
|
|
2022
Q2 | $20K | Buy |
1,825
+55
| +3% | +$628 | ﹤0.01% | 2113 |
|
|
2022
Q1 | $22K | Hold |
1,770
| – | – | ﹤0.01% | 2021 |
|
|
2021
Q4 | $26K | Buy |
+1,770
| New | +$25.8K | ﹤0.01% | 1850 |
|
|
2021
Q2 | $5K | Hold |
300
| – | – | ﹤0.01% | 2365 |
|
|
2021
Q1 | $5K | Hold |
300
| – | – | ﹤0.01% | 2365 |
|
|
2020
Q4 | $5K | Hold |
300
| – | – | ﹤0.01% | 2365 |
|
|
2020
Q3 | $5K | Hold |
300
| – | – | ﹤0.01% | 2365 |
|
|
2020
Q2 | $5K | Hold |
300
| – | – | ﹤0.01% | 2363 |
|
|
2020
Q1 | $5K | Hold |
300
| – | – | ﹤0.01% | 2363 |
|
|
2019
Q4 | $5K | Hold |
300
| – | – | ﹤0.01% | 2363 |
|
|
2019
Q3 | $5K | Hold |
300
| – | – | ﹤0.01% | 2363 |
|
|
2019
Q2 | $5K | Hold |
300
| – | – | ﹤0.01% | 2363 |
|
|
2019
Q1 | $5K | Buy |
+300
| New | +$4.1K | ﹤0.01% | 2362 |
|