CIA
Concurrent Investment Advisors’s BlackRock MuniYield Quality Fund III MYI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $378K | Buy |
36,030
+2,685
| +8% | +$28.2K | 0.01% | 955 |
|
|
2025
Q1 | $366K | Buy |
33,345
+22,699
| +213% | +$249K | 0.01% | 833 |
|
|
2024
Q4 | $118K | Hold |
10,646
| – | – | ﹤0.01% | 1019 |
|
|
2024
Q3 | $128K | Hold |
10,646
| – | – | ﹤0.01% | 977 |
|
|
2024
Q2 | $119K | Hold |
10,646
| – | – | ﹤0.01% | 908 |
|
|
2024
Q1 | $122K | Buy |
10,646
+310
| +3% | +$3.55K | ﹤0.01% | 838 |
|
|
2023
Q4 | $120K | Buy |
+10,336
| New | +$120K | 0.01% | 803 |
|