Element Pointe Advisors’s BlackRock MuniHoldings Fund MHD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q4
Sell
2022
Q3
$146K Buy
2020
Q4
Sell
2020
Q3
$219K Hold
2020
Q2
$215K Hold
2020
Q1
$225K Sell
2019
Q4
$264K Hold
2019
Q3
$256K Hold
2019
Q2
$267K Hold
2019
Q1
$249K Sell
2018
Q4
$248K Buy