HCR Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-11,000
| Closed | -$119K | – | 183 |
|
|
2023
Q2 | $119K | Hold |
11,000
| – | – | 0.02% | 171 |
|
|
2023
Q1 | $122K | Hold |
11,000
| – | – | 0.02% | 168 |
|
|
2022
Q4 | $118K | Sell |
11,000
-9,389
| -46% | -$101K | 0.02% | 168 |
|
|
2022
Q3 | $220K | Sell |
20,389
-76
| -0.4% | -$820 | 0.05% | 155 |
|
|
2022
Q2 | $246K | Buy |
+20,465
| New | +$246K | 0.05% | 153 |
|