Laidlaw Wealth Management’s BlackRock MuniYield Quality Fund III MYI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-34,750
| Closed | -$502K | – | 309 |
|
|
2020
Q4 | $502K | Sell |
34,750
-7,250
| -17% | -$105K | 0.11% | 190 |
|
|
2020
Q3 | $564K | Hold |
42,000
| – | – | 0.25% | 103 |
|
|
2020
Q2 | $547K | Buy |
42,000
+2,000
| +5% | +$26K | 0.29% | 98 |
|
|
2020
Q1 | $511K | Sell |
40,000
-14,800
| -27% | -$189K | 0.33% | 88 |
|
|
2019
Q4 | $740K | Buy |
+54,800
| New | +$740K | 0.47% | 73 |
|