Creative Planning’s BLACKROCK MUNIYIELD INVESTMENT QUALITY FUND MFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-860
| Closed | -$12K | – | 4492 |
|
|
2017
Q2 | $12K | Hold |
860
| – | – | ﹤0.01% | 3508 |
|
|
2017
Q1 | $12K | Hold |
860
| – | – | ﹤0.01% | 3468 |
|
|
2016
Q4 | $12K | Hold |
860
| – | – | ﹤0.01% | 3411 |
|
|
2016
Q3 | $13K | Hold |
860
| – | – | ﹤0.01% | 3313 |
|
|
2016
Q2 | $13K | Hold |
860
| – | – | ﹤0.01% | 3064 |
|
|
2016
Q1 | $13K | Hold |
860
| – | – | ﹤0.01% | 3058 |
|
|
2015
Q4 | $12K | Hold |
860
| – | – | ﹤0.01% | 3181 |
|
|
2015
Q3 | $12K | Buy |
+860
| New | +$12K | ﹤0.01% | 3086 |
|
|
2015
Q2 | – | Sell |
-860
| Closed | -$12K | – | 3958 |
|
|
2015
Q1 | $12K | Hold |
860
| – | – | ﹤0.01% | 3076 |
|
|
2014
Q4 | $12K | Hold |
860
| – | – | ﹤0.01% | 3005 |
|
|
2014
Q3 | $11K | Hold |
860
| – | – | ﹤0.01% | 2880 |
|
|
2014
Q2 | $12K | Hold |
860
| – | – | ﹤0.01% | 2751 |
|
|
2014
Q1 | $11K | Hold |
860
| – | – | ﹤0.01% | 2692 |
|
|
2013
Q4 | $11K | Hold |
860
| – | – | ﹤0.01% | 2545 |
|
|
2013
Q3 | $11K | Hold |
860
| – | – | ﹤0.01% | 2443 |
|
|
2013
Q2 | $11K | Buy |
+860
| New | +$11K | ﹤0.01% | 2261 |
|