CIA
Concurrent Investment Advisors’s BlackRock MuniVest Fund MVF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $166K | Hold |
25,245
| – | – | ﹤0.01% | 1285 |
|
|
2025
Q1 | $177K | Buy |
25,245
+621
| +3% | +$4.35K | ﹤0.01% | 1139 |
|
|
2024
Q4 | $173K | Hold |
24,624
| – | – | ﹤0.01% | 993 |
|
|
2024
Q3 | $187K | Hold |
24,624
| – | – | 0.01% | 942 |
|
|
2024
Q2 | $177K | Hold |
24,624
| – | – | 0.01% | 878 |
|
|
2024
Q1 | $174K | Sell |
24,624
-1,428
| -5% | -$10.1K | 0.01% | 812 |
|
|
2023
Q4 | $185K | Buy |
+26,052
| New | +$185K | 0.01% | 775 |
|