Creative Planning’s BlackRock MuniYield Quality Fund III MYI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $125K | Buy |
|
|||||
|
2025
Q2 | $107K | Hold |
|
|||||
|
2025
Q1 | $113K | Hold |
|
|||||
|
2024
Q4 | $113K | Buy |
|
|||||
|
2024
Q3 | – | Sell |
|
|||||
|
2024
Q2 | $114K | Sell |
|
|||||
|
2024
Q1 | $135K | Sell |
|
|||||
|
2023
Q4 | $166K | Buy |
|
|||||
|
2023
Q3 | $125K | Hold |
|
|||||
|
2023
Q2 | $143K | Buy |
|
|||||
|
2023
Q1 | $137K | Hold |
|
|||||
|
2022
Q4 | $135K | Buy |
|
|||||
|
2022
Q3 | $121K | Hold |
|
|||||
|
2022
Q2 | $135K | Buy |
|
|||||
|
2021
Q3 | – | Sell |
|
|||||
|
2021
Q2 | $150K | Sell |
|
|||||
|
2021
Q1 | $204K | Hold |
|
|||||
|
2020
Q4 | $207K | Buy |
|
|||||
|
2020
Q3 | $155K | Sell |
|
|||||
|
2020
Q2 | $211K | Buy |
|
|||||
|
2020
Q1 | $162K | Sell |
|
|||||
|
2019
Q4 | $213K | Buy |
|
|||||
|
2019
Q3 | $194K | Hold |
|
|||||
|
2019
Q2 | $189K | Hold |
|
|||||
|
2019
Q1 | $185K | Buy |
|
|||||
|
2018
Q1 | – | Sell |
|
|||||
|
2017
Q4 | $165K | Hold |
|
|||||
|
2017
Q3 | $171K | Buy |
|
|||||
|
2017
Q2 | $108K | Sell |
|
|||||
|
2017
Q1 | $136K | Sell |
|
|||||
|
2016
Q4 | $328K | Sell |
|
|||||
|
2016
Q3 | $371K | Buy |
|
|||||
|
2016
Q2 | $362K | Sell |
|
|||||
|
2016
Q1 | $377K | Buy |
|
|||||
|
2015
Q4 | $341K | Sell |
|
|||||
|
2015
Q3 | $324K | Sell |
|
|||||
|
2015
Q2 | $326K | Buy |
|
|||||
|
2015
Q1 | $335K | Buy |
|
|||||
|
2014
Q4 | $305K | Hold |
|
|||||
|
2014
Q3 | $297K | Hold |
|
|||||
|
2014
Q2 | $299K | Buy |
|
|||||
|
2014
Q1 | $240K | Buy |
|
|||||
|
2013
Q4 | $44K | Buy |
|
|||||
|
2013
Q3 | $29K | Sell |
|
|||||
|
2013
Q2 | $45K | Buy |
|