Laird Norton Wetherby Wealth Management’s BlackRock MuniVest Fund MVF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-16,480
| Closed | -$99.9K | – | 944 |
|
|
2023
Q3 | $99.9K | Sell |
16,480
-1,057
| -6% | -$6.41K | 0.01% | 857 |
|
|
2023
Q2 | $118K | Buy |
17,537
+980
| +6% | +$6.6K | 0.01% | 897 |
|
|
2023
Q1 | $115K | Sell |
16,557
-88
| -0.5% | -$609 | 0.01% | 868 |
|
|
2022
Q4 | $117K | Buy |
16,645
+4,808
| +41% | +$33.7K | 0.01% | 835 |
|
|
2022
Q3 | $79K | Hold |
11,837
| – | – | 0.01% | 850 |
|
|
2022
Q2 | $88K | Hold |
11,837
| – | – | 0.01% | 872 |
|
|
2022
Q1 | $97K | Buy |
+11,837
| New | +$97K | 0.01% | 890 |
|
|
2021
Q3 | – | Sell |
-12,478
| Closed | -$120K | – | 918 |
|
|
2021
Q2 | $120K | Hold |
12,478
| – | – | 0.01% | 885 |
|
|
2021
Q1 | $116K | Sell |
12,478
-4,171
| -25% | -$38.8K | 0.01% | 766 |
|
|
2020
Q4 | $153K | Sell |
16,649
-4,705
| -22% | -$43.2K | 0.01% | 833 |
|
|
2020
Q3 | $185K | Buy |
21,354
+412
| +2% | +$3.57K | 0.02% | 654 |
|
|
2020
Q2 | $176K | Buy |
+20,942
| New | +$176K | 0.02% | 657 |
|
|
2019
Q2 | – | Sell |
-17,301
| Closed | -$156K | – | 691 |
|
|
2019
Q1 | $156K | Sell |
17,301
-11,251
| -39% | -$101K | 0.02% | 630 |
|
|
2018
Q4 | $236K | Buy |
+28,552
| New | +$236K | 0.03% | 536 |
|