Concurrent Investment Advisors’s BlackRock MuniVest Fund MVF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-25,245
| Closed | -$175K | – | 2009 |
|
|
2025
Q4 | $175K | Hold |
25,245
| – | – | ﹤0.01% | 1654 |
|
|
2025
Q3 | $173K | Hold |
25,245
| – | – | ﹤0.01% | 1379 |
|
|
2025
Q2 | $166K | Hold |
25,245
| – | – | ﹤0.01% | 1293 |
|
|
2025
Q1 | $177K | Buy |
25,245
+621
| +3% | +$4.46K | ﹤0.01% | 1146 |
|
|
2024
Q4 | $173K | Hold |
24,624
| – | – | ﹤0.01% | 1010 |
|
|
2024
Q3 | $187K | Hold |
24,624
| – | – | 0.01% | 952 |
|
|
2024
Q2 | $177K | Hold |
24,624
| – | – | 0.01% | 890 |
|
|
2024
Q1 | $174K | Sell |
24,624
-1,428
| -5% | -$10K | 0.01% | 819 |
|
|
2023
Q4 | $185K | Buy |
+26,052
| New | +$169K | 0.01% | 783 |
|