Dakota Wealth Management’s BlackRock MuniVest Fund MVF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.26M Sell
2025
Q2
$1.3M Sell
2025
Q1
$1.49M Sell
2024
Q4
$1.67M Sell
2024
Q3
$1.88M Sell
2024
Q2
$1.88M Buy
2024
Q1
$1.67M Buy
2023
Q4
$1.58M Buy
2023
Q3
$1.04M Buy
2023
Q2
$972K Buy
2023
Q1
$965K Buy
2022
Q4
$701K Buy
2022
Q3
$478K Buy
2022
Q2
$387K Buy
2021
Q4
Sell
2021
Q3
$251K Sell
2021
Q2
$761K Hold
2021
Q1
$735K Hold
2020
Q4
$727K Hold
2020
Q3
$686K Buy