Concord Wealth Partners’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
Q1 | – | Sell |
-89
| Closed | -$1.08K | – | 1134 |
|
|
2022
Q4 | $1.08K | Buy |
+89
| New | +$1.08K | ﹤0.01% | 1050 |
|
|
2022
Q3 | – | Sell |
-89
| Closed | -$1K | – | 731 |
|
|
2022
Q2 | $1K | Hold |
89
| – | – | ﹤0.01% | 1154 |
|
|
2022
Q1 | $1K | Hold |
89
| – | – | ﹤0.01% | 1222 |
|
|
2021
Q4 | $1K | Buy |
+89
| New | +$1K | ﹤0.01% | 1241 |
|