Creative Planning’s BlackRock MuniYield Fund MYD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-10,413
| Closed | -$154K | – | 1857 |
|
|
2019
Q4 | $154K | Buy |
+10,413
| New | +$154K | ﹤0.01% | 1681 |
|
|
2018
Q3 | – | Sell |
-10,052
| Closed | -$134K | – | 1979 |
|
|
2018
Q2 | $134K | Buy |
+10,052
| New | +$134K | ﹤0.01% | 1700 |
|
|
2017
Q4 | – | Sell |
-10,876
| Closed | -$164K | – | 1942 |
|
|
2017
Q3 | $164K | Buy |
10,876
+1,000
| +10% | +$15.1K | ﹤0.01% | 1635 |
|
|
2017
Q2 | $148K | Sell |
9,876
-464
| -4% | -$6.95K | ﹤0.01% | 1692 |
|
|
2017
Q1 | $149K | Buy |
10,340
+1,411
| +16% | +$20.3K | ﹤0.01% | 1675 |
|
|
2016
Q4 | $126K | Buy |
8,929
+7
| +0.1% | +$99 | ﹤0.01% | 1695 |
|
|
2016
Q3 | $142K | Buy |
8,922
+600
| +7% | +$9.55K | ﹤0.01% | 1604 |
|
|
2016
Q2 | $134K | Sell |
8,322
-2,000
| -19% | -$32.2K | ﹤0.01% | 1479 |
|
|
2016
Q1 | $160K | Buy |
10,322
+9,000
| +681% | +$140K | ﹤0.01% | 1327 |
|
|
2015
Q4 | $20K | Hold |
1,322
| – | – | ﹤0.01% | 2818 |
|
|
2015
Q3 | $19K | Buy |
+1,322
| New | +$19K | ﹤0.01% | 2742 |
|
|
2015
Q2 | – | Sell |
-742
| Closed | -$11K | – | 2213 |
|
|
2015
Q1 | $11K | Sell |
742
-4,637
| -86% | -$68.7K | ﹤0.01% | 3094 |
|
|
2014
Q4 | $79K | Buy |
+5,379
| New | +$79K | ﹤0.01% | 1672 |
|