Dakota Wealth Management’s BlackRock MuniYield Fund MYD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-79,919
| Closed | -$838K | – | 818 |
|
|
2025
Q4 | $838K | Buy |
+79,919
| New | +$840K | 0.01% | 440 |
|
|
2024
Q1 | – | Sell |
-28,200
| Closed | -$304K | – | 765 |
|
|
2023
Q4 | $304K | Sell |
28,200
-34,622
| -55% | -$340K | 0.01% | 514 |
|
|
2023
Q3 | $577K | Hold |
62,822
| – | – | 0.03% | 377 |
|
|
2023
Q2 | $656K | Sell |
62,822
-9,419
| -13% | -$98.2K | 0.03% | 334 |
|
|
2023
Q1 | $777K | Buy |
72,241
+5,335
| +8% | +$57.3K | 0.05% | 273 |
|
|
2022
Q4 | $696K | Buy |
66,906
+52,700
| +371% | +$537K | 0.05% | 285 |
|
|
2022
Q3 | $141K | Hold |
14,206
| – | – | 0.01% | 532 |
|
|
2022
Q2 | $158K | Buy |
+14,206
| New | +$162K | 0.01% | 464 |
|