Laird Norton Wetherby Wealth Management’s BlackRock MuniVest Fund MVF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
-16,480
Closed -$99.9K 958
2023
Q3
$99.9K Sell
16,480
-1,057
-6% -$6.96K 0.01% 866
2023
Q2
$118K Buy
17,537
+980
+6% +$6.61K 0.01% 908
2023
Q1
$115K Sell
16,557
-88
-0.5% -$612 0.01% 877
2022
Q4
$117K Buy
16,645
+4,808
+41% +$32.2K 0.01% 842
2022
Q3
$79K Hold
11,837
0.01% 856
2022
Q2
$88K Hold
11,837
0.01% 876
2022
Q1
$97K Buy
+11,837
New +$104K 0.01% 901
2021
Q3
Sell
-12,478
Closed -$120K 946
2021
Q2
$120K Hold
12,478
0.01% 906
2021
Q1
$116K Sell
12,478
-4,171
-25% -$38.2K 0.01% 766
2020
Q4
$153K Sell
16,649
-4,705
-22% -$41.9K 0.01% 854
2020
Q3
$185K Buy
21,354
+412
+2% +$3.6K 0.02% 655
2020
Q2
$176K Buy
+20,942
New +$171K 0.02% 657
2019
Q2
Sell
-17,301
Closed -$156K 694
2019
Q1
$156K Sell
17,301
-11,251
-39% -$99.4K 0.02% 632
2018
Q4
$236K Buy
+28,552
New +$240K 0.03% 536

Other funds holding MVF