Institute for Wealth Management’s BlackRock MuniVest Fund II MVT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-19,360
| Closed | -$209K | – | 518 |
|
|
2023
Q4 | $209K | Hold |
19,360
| – | – | 0.03% | 451 |
|
|
2023
Q3 | $180K | Buy |
+19,360
| New | +$180K | 0.03% | 434 |
|
|
2022
Q3 | – | Sell |
-18,290
| Closed | -$208K | – | 491 |
|
|
2022
Q2 | $208K | Buy |
+18,290
| New | +$208K | 0.04% | 477 |
|