EverSource Wealth Advisors’s BlackRock MuniVest Fund II MVT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $43.9K | Hold |
4,250
| – | – | ﹤0.01% | 1697 |
|
2025
Q1 | $44.9K | Hold |
4,250
| – | – | ﹤0.01% | 1282 |
|
2024
Q4 | $44.8K | Sell |
4,250
-2,083
| -33% | -$22K | ﹤0.01% | 1240 |
|
2024
Q3 | $72.1K | Hold |
6,333
| – | – | ﹤0.01% | 912 |
|
2024
Q2 | $69.9K | Buy |
6,333
+4,250
| +204% | +$46.9K | ﹤0.01% | 944 |
|
2024
Q1 | $21.6K | Buy |
+2,083
| New | +$21.6K | ﹤0.01% | 1324 |
|