Cyndeo Wealth Partners’s BlackRock MuniYield Fund MYD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-24,012	Closed	-$220K	–	375
2023 Q3	$220K	Sell	24,012 -63,641	-73%	-$584K	0.02%	313
2023 Q2	$915K	Sell	87,653 -3,137	-3%	-$32.8K	0.1%	173
2023 Q1	$976K	Buy	90,790 +5,907	+7%	+$63.5K	0.11%	174
2022 Q4	$884K	Buy	+84,883	New	+$884K	0.1%	180