Keudell/Morrison 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $434K | Buy |
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|
2025
Q1 | $369K | Buy |
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|
2024
Q4 | $359K | Sell |
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|
2024
Q3 | $449K | Sell |
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|
2024
Q2 | $505K | Sell |
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|
2024
Q1 | $511K | Sell |
|
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|
2023
Q4 | $568K | Sell |
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|
2023
Q3 | $554K | Sell |
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|
2023
Q2 | $662K | Sell |
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|
2023
Q1 | $744K | Sell |
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|
2022
Q4 | $797K | Sell |
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|
2022
Q3 | $1.14M | Sell |
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|
2022
Q2 | $1.58M | Sell |
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|
2022
Q1 | $2.07M | Buy |
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|
2021
Q4 | $2.07M | Sell |
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|
2021
Q3 | $2.12M | Buy |
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|
2021
Q2 | $2.34M | Sell |
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|
2021
Q1 | $2.13M | Buy |
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|
2020
Q4 | $2.04M | Buy |
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|
2020
Q3 | $1.92M | Sell |
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|
2020
Q2 | $1.96M | Sell |
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|
2020
Q1 | $1.93M | Buy |
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|
2019
Q4 | $2.19M | Sell |
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|
2019
Q3 | $2.27M | Sell |
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|
2019
Q2 | $2.25M | Sell |
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|
2019
Q1 | $2.21M | Buy |
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