IFP Advisors’s BlackRock MuniYield Fund MYD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,444
| Closed | -$19K | – | 4054 |
|
|
2022
Q4 | $19K | Sell |
1,444
-1,712
| -54% | -$22.5K | ﹤0.01% | 2929 |
|
|
2022
Q3 | $42K | Buy |
3,156
+343
| +12% | +$4.57K | ﹤0.01% | 2504 |
|
|
2022
Q2 | $37K | Hold |
2,813
| – | – | ﹤0.01% | 2377 |
|
|
2022
Q1 | $37K | Buy |
+2,813
| New | +$37K | ﹤0.01% | 2377 |
|
|
2019
Q1 | – | Sell |
-2,020
| Closed | -$25K | – | 3007 |
|
|
2018
Q4 | $25K | Buy |
2,020
+73
| +4% | +$903 | ﹤0.01% | 1977 |
|
|
2018
Q3 | $26K | Hold |
1,947
| – | – | ﹤0.01% | 2291 |
|
|
2018
Q2 | $26K | Sell |
1,947
-1,393
| -42% | -$18.6K | ﹤0.01% | 2285 |
|
|
2018
Q1 | $48K | Hold |
3,340
| – | – | ﹤0.01% | 1838 |
|
|
2017
Q4 | $48K | Sell |
3,340
-4,193
| -56% | -$60.3K | ﹤0.01% | 1834 |
|
|
2017
Q3 | $113K | Buy |
7,533
+1,966
| +35% | +$29.5K | ﹤0.01% | 1475 |
|
|
2017
Q2 | $83K | Buy |
5,567
+2,278
| +69% | +$34K | ﹤0.01% | 1626 |
|
|
2017
Q1 | $47K | Buy |
3,289
+1,208
| +58% | +$17.3K | ﹤0.01% | 1953 |
|
|
2016
Q4 | $29K | Buy |
2,081
+716
| +52% | +$9.98K | ﹤0.01% | 2209 |
|
|
2016
Q3 | $22K | Buy |
1,365
+10
| +0.7% | +$161 | ﹤0.01% | 2332 |
|
|
2016
Q2 | $22K | Buy |
+1,355
| New | +$22K | ﹤0.01% | 2278 |
|
|
2016
Q1 | – | Sell |
-751
| Closed | -$11K | – | 3029 |
|
|
2015
Q4 | $11K | Buy |
+751
| New | +$11K | ﹤0.01% | 2516 |
|