Gerber Kawasaki Wealth & Investment Management’s BlackRock MuniHoldings California Quality Fund MUC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-18,000
| Closed | -$193K | – | 324 |
|
|
2025
Q1 | $193K | Buy |
+18,000
| New | +$193K | 0.01% | 287 |
|
|
2016
Q4 | – | Sell |
-48,650
| Closed | -$780K | – | 103 |
|
|
2016
Q3 | $780K | Sell |
48,650
-7,350
| -13% | -$118K | 0.45% | 45 |
|
|
2016
Q2 | $911K | Sell |
56,000
-1,600
| -3% | -$26K | 0.57% | 41 |
|
|
2016
Q1 | $907K | Sell |
57,600
-1,500
| -3% | -$23.6K | 0.63% | 38 |
|
|
2015
Q4 | $877K | Buy |
+59,100
| New | +$877K | 0.59% | 39 |
|