FWM
Focused Wealth Management’s BlackRock MuniHoldings New Yrok Quality Fund MHN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $833K | Sell |
84,791
-9,349
| -10% | -$91.8K | 0.1% | 75 |
|
|
2025
Q1 | $956K | Sell |
94,140
-3,121
| -3% | -$31.7K | 0.13% | 60 |
|
|
2024
Q4 | $1.01M | Buy |
97,261
+16,482
| +20% | +$170K | 0.14% | 60 |
|
|
2024
Q3 | $901K | Buy |
80,779
+233
| +0.3% | +$2.6K | 0.12% | 68 |
|
|
2024
Q2 | $867K | Sell |
80,546
-4,574
| -5% | -$49.2K | 0.12% | 64 |
|
|
2024
Q1 | $901K | Buy |
85,120
+544
| +0.6% | +$5.76K | 0.14% | 62 |
|
|
2023
Q4 | $889K | Buy |
+84,576
| New | +$889K | 0.15% | 60 |
|
|
2023
Q1 | – | Sell |
-8,910
| Closed | -$91.5K | – | 1073 |
|
|
2022
Q4 | $91.5K | Buy |
+8,910
| New | +$91.5K | 0.02% | 208 |
|