Dakota Wealth Management’s BlackRock MuniYield Fund MYD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-28,200
Closed -$304K 762
2023
Q4
$304K Sell
28,200
-34,622
-55% -$373K 0.01% 511
2023
Q3
$577K Hold
62,822
0.03% 376
2023
Q2
$656K Sell
62,822
-9,419
-13% -$98.3K 0.03% 333
2023
Q1
$777K Buy
72,241
+5,335
+8% +$57.4K 0.05% 272
2022
Q4
$696K Buy
66,906
+52,700
+371% +$549K 0.05% 283
2022
Q3
$141K Hold
14,206
0.01% 528
2022
Q2
$158K Buy
+14,206
New +$158K 0.01% 459