Encompass Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $327K | Buy |
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|
2025
Q1 | $316K | Hold |
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|
2024
Q4 | $314K | Buy |
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|
2024
Q3 | $312K | Hold |
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|
2024
Q2 | $299K | Hold |
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|
2024
Q1 | $298K | Hold |
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|
2023
Q4 | $294K | Sell |
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|
2023
Q3 | $311K | Hold |
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|
2023
Q2 | $351K | Hold |
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|
2023
Q1 | $364K | Hold |
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|
2022
Q4 | $367K | Sell |
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|
2022
Q3 | $458K | Buy |
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|
2022
Q2 | $348K | Buy |
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|
2022
Q1 | $376K | Hold |
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|
2021
Q4 | $442K | Hold |
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|
2021
Q3 | $432K | Hold |
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|
2021
Q2 | $442K | Hold |
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|
2021
Q1 | $432K | Hold |
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|
2020
Q4 | $428K | Buy |
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