First Foundation Advisors’s BlackRock MuniHoldings California Quality Fund MUC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
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|
2023
Q3 | $190K | Hold |
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|
2023
Q2 | $215K | Hold |
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|
2023
Q1 | $219K | Hold |
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|
2022
Q4 | $213K | Hold |
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|
2022
Q3 | $213K | Hold |
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|
2022
Q2 | $238K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $183K | Sell |
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|
2021
Q3 | $1.45M | Sell |
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|
2021
Q2 | $3.25M | Sell |
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|
2021
Q1 | $3.44M | Sell |
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|
2020
Q4 | $3.71M | Sell |
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|
2020
Q3 | $4.15M | Sell |
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|
2020
Q2 | $4.42M | Sell |
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|
2020
Q1 | $4.32M | Buy |
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|
2019
Q4 | $4.47M | Buy |
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|
2019
Q3 | $4.17M | Buy |
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|
2019
Q2 | $3.07M | Sell |
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|
2019
Q1 | $3M | Buy |
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|
2018
Q4 | $2.02M | Buy |
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|
2018
Q3 | $1.47M | Buy |
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|
2018
Q2 | $1.49M | Sell |
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|
2018
Q1 | $1.5M | Buy |
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|
2017
Q4 | $1.42M | Buy |
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|
2017
Q3 | $1.48M | Sell |
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|
2017
Q2 | $1.44M | Buy |
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|
2017
Q1 | $1.22M | Buy |
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|
2016
Q4 | $999K | Buy |
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|
2016
Q3 | $1.03M | Buy |
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|
2016
Q2 | $980K | Buy |
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|
2016
Q1 | $887K | Buy |
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|
2015
Q4 | $647K | Buy |
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|
2015
Q3 | $500K | Buy |
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|
2015
Q2 | $411K | Sell |
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|
2015
Q1 | $519K | Buy |
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|
2014
Q4 | $501K | Buy |
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|
2014
Q3 | $421K | Buy |
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|
2014
Q2 | $373K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $638K | Buy |
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|
2013
Q3 | $478K | Buy |
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