Drive Wealth Management’s BlackRock MuniVest Fund MVF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-23,950
| Closed | -$173K | – | 342 |
|
|
2024
Q2 | $173K | Sell |
23,950
-10,500
| -30% | -$75.7K | 0.05% | 294 |
|
|
2024
Q1 | $244K | Hold |
34,450
| – | – | 0.07% | 244 |
|
|
2023
Q4 | $245K | Sell |
34,450
-2,000
| -5% | -$14.2K | 0.08% | 236 |
|
|
2023
Q3 | $222K | Buy |
36,450
+5,000
| +16% | +$30.4K | 0.08% | 227 |
|
|
2023
Q2 | $212K | Buy |
31,450
+1,000
| +3% | +$6.74K | 0.08% | 241 |
|
|
2023
Q1 | $211K | Buy |
30,450
+7,950
| +35% | +$55.1K | 0.09% | 246 |
|
|
2022
Q4 | $158K | Buy |
22,500
+6,500
| +41% | +$45.6K | 0.08% | 230 |
|
|
2022
Q3 | $106K | Buy |
+16,000
| New | +$106K | 0.1% | 149 |
|