Creative Planning’s BLACKROCK MUNIYIELD CALIFORNIA QUALITY FUND, INC MCA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
Sell
-16,501
Closed -$217K 2608
2022
Q1
$217K Hold
16,501
﹤0.01% 1844
2021
Q4
$262K Buy
16,501
+180
+1% +$2.8K ﹤0.01% 1707
2021
Q3
$259K Buy
16,321
+2,300
+16% +$36.6K ﹤0.01% 1684
2021
Q2
$221K Sell
14,021
-3,000
-18% -$45.7K ﹤0.01% 1751
2021
Q1
$251K Sell
17,021
-1,200
-7% -$17.7K ﹤0.01% 1911
2020
Q4
$273K Hold
18,221
﹤0.01% 1684
2020
Q3
$262K Hold
18,221
﹤0.01% 1511
2020
Q2
$253K Hold
18,221
﹤0.01% 1408
2020
Q1
$247K Sell
18,221
-683
-4% -$9.67K ﹤0.01% 1272
2019
Q4
$269K Hold
18,904
﹤0.01% 1467
2019
Q3
$272K Hold
18,904
﹤0.01% 1422
2019
Q2
$268K Hold
18,904
﹤0.01% 1437
2019
Q1
$255K Buy
+18,904
New +$249K ﹤0.01% 1433
2017
Q3
Sell
-13,883
Closed -$208K 4052
2017
Q2
$208K Buy
13,883
+9,000
+184% +$135K ﹤0.01% 1498
2017
Q1
$72K Hold
4,883
﹤0.01% 2194
2016
Q4
$71K Buy
4,883
+3,000
+159% +$44.6K ﹤0.01% 2111
2016
Q3
$31K Hold
1,883
﹤0.01% 2721
2016
Q2
$31K Buy
1,883
+1,200
+176% +$19.6K ﹤0.01% 2479
2016
Q1
$11K Hold
683
﹤0.01% 3197
2015
Q4
$11K Hold
683
﹤0.01% 3268
2015
Q3
$10K Buy
+683
New +$10.1K ﹤0.01% 3230
2015
Q2
Sell
-683
Closed -$11K 3338
2015
Q1
$11K Buy
683
+183
+37% +$2.83K ﹤0.01% 3157
2014
Q4
$8K Buy
+500
New +$7.42K ﹤0.01% 3263
2014
Q1
Sell
-848
Closed -$12K 3805
2013
Q4
$12K Sell
848
-20,000
-96% -$273K ﹤0.01% 2491
2013
Q3
$289K Buy
20,848
+5,848
+39% +$79.8K 0.01% 616
2013
Q2
$221K Buy
+15,000
New +$234K 0.01% 652

Creative Planning's MCA Position: Q2 2022 in Review

Creative Planning sold out of BLACKROCK MUNIYIELD CALIFORNIA QUALITY FUND, INC (MCA) in Q2 2022, closing a stake of 16,501 shares — an estimated $217K sold.

Creative Planning first reported a position in MCA in Q2 2013 and held it in 26 quarters. The position peaked at $289K in Q3 2013. 0 funds tracked by Wall St. Rank hold MCA as of Q2 2022.

  • Creative Planning reported no remaining BLACKROCK MUNIYIELD CALIFORNIA QUALITY FUND, INC position as of Q2 2022 after selling out during the quarter.
  • Creative Planning sold 16,501 BLACKROCK MUNIYIELD CALIFORNIA QUALITY FUND, INC shares in Q2 2022, an estimated $217K.
  • Creative Planning first reported a position in BLACKROCK MUNIYIELD CALIFORNIA QUALITY FUND, INC in Q2 2013 and held it in 26 quarters.
  • Creative Planning's BLACKROCK MUNIYIELD CALIFORNIA QUALITY FUND, INC position peaked at $289K in Q3 2013.
  • 0 funds tracked by Wall St. Rank held BLACKROCK MUNIYIELD CALIFORNIA QUALITY FUND, INC as of Q2 2022.

Based on Creative Planning's 13F filing for Q2 2022, filed 15 Aug 2022.