Laird Norton Wetherby Wealth Management’s BlackRock MuniHoldings California Quality Fund MUC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-18,117
| Closed | -$195K | – | 921 |
|
|
2022
Q3 | $195K | Hold |
18,117
| – | – | 0.01% | 797 |
|
|
2022
Q2 | $217K | Buy |
+18,117
| New | +$217K | 0.01% | 790 |
|
|
2019
Q1 | – | Sell |
-14,470
| Closed | -$178K | – | 668 |
|
|
2018
Q4 | $178K | Buy |
14,470
+459
| +3% | +$5.65K | 0.03% | 592 |
|
|
2018
Q3 | $176K | Hold |
14,011
| – | – | 0.02% | 631 |
|
|
2018
Q2 | $185K | Buy |
14,011
+567
| +4% | +$7.49K | 0.03% | 607 |
|
|
2018
Q1 | $177K | Buy |
13,444
+2,688
| +25% | +$35.4K | 0.02% | 612 |
|
|
2017
Q4 | $153K | Buy |
+10,756
| New | +$153K | 0.02% | 616 |
|
|
2017
Q2 | – | Sell |
-13,128
| Closed | -$186K | – | 574 |
|
|
2017
Q1 | $186K | Buy |
+13,128
| New | +$186K | 0.03% | 533 |
|