Creative Planning’s BLACKROCK MUNIHOLDINGS INVESTMENT QUALITY FUND MFL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
|
|||||
|
2020
Q1 | $174K | Buy |
|
|||||
|
2017
Q3 | – | Sell |
|
|||||
|
2017
Q2 | $33K | Hold |
|
|||||
|
2017
Q1 | $32K | Sell |
|
|||||
|
2016
Q4 | $60K | Hold |
|
|||||
|
2016
Q3 | $67K | Buy |
|
|||||
|
2016
Q2 | $32K | Sell |
|
|||||
|
2016
Q1 | $50K | Hold |
|
|||||
|
2015
Q4 | $48K | Sell |
|
|||||
|
2015
Q3 | $48K | Buy |
|
|||||
|
2015
Q2 | – | Sell |
|
|||||
|
2015
Q1 | $69K | Buy |
|
|||||
|
2014
Q4 | $32K | Sell |
|
|||||
|
2014
Q3 | $48K | Buy |
|
|||||
|
2014
Q2 | $25K | Hold |
|
|||||
|
2014
Q1 | $24K | Hold |
|
|||||
|
2013
Q4 | $23K | Sell |
|
|||||
|
2013
Q3 | $83K | Buy |
|
|||||
|
2013
Q2 | $76K | Buy |
|