CIA
Concurrent Investment Advisors’s BlackRock MuniYield Quality Fund II MQT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $424K | Buy |
44,000
+340
| +0.8% | +$3.28K | 0.01% | 905 |
|
2025
Q1 | $437K | Buy |
43,660
+648
| +2% | +$6.48K | 0.01% | 778 |
|
2024
Q4 | $424K | Buy |
43,012
+2,610
| +6% | +$25.7K | 0.01% | 709 |
|
2024
Q3 | $437K | Buy |
40,402
+5,419
| +15% | +$58.6K | 0.01% | 652 |
|
2024
Q2 | $360K | Buy |
34,983
+299
| +0.9% | +$3.08K | 0.01% | 673 |
|
2024
Q1 | $365K | Buy |
34,684
+7,647
| +28% | +$80.4K | 0.01% | 616 |
|
2023
Q4 | $280K | Buy |
+27,037
| New | +$280K | 0.01% | 668 |
|