Geneos Wealth Management’s BlackRock MuniAssets Fund MUA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
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|
2019
Q4 | $43K | Hold |
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|
2019
Q3 | $43K | Hold |
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|
2019
Q2 | $45K | Hold |
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|
2019
Q1 | $42K | Hold |
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|
2018
Q4 | $37K | Sell |
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|
2018
Q3 | $123K | Buy |
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|
2018
Q2 | $97K | Sell |
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|
2018
Q1 | $127K | Sell |
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|
2017
Q4 | $201K | Buy |
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|
2017
Q3 | $180K | Buy |
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|
2017
Q2 | $149K | Hold |
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|
2017
Q1 | $141K | Hold |
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|
2016
Q4 | $134K | Sell |
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|
2016
Q3 | $372K | Sell |
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|
2016
Q2 | $401K | Buy |
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|
2016
Q1 | $343K | Buy |
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