Concurrent Investment Advisors’s BlackRock MuniVest Fund MVF Stock Holding History

Concurrent Investment Advisors’s Portfolio MVF Stock Details MVF Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$173K	Hold
2025 Q2	$166K	Hold
2025 Q1	$177K	Buy
2024 Q4	$173K	Hold
2024 Q3	$187K	Hold
2024 Q2	$177K	Hold
2024 Q1	$174K	Sell
2023 Q4	$185K	Buy