Laird Norton Wetherby Wealth Management’s BlackRock MuniYield Fund MYD Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-10,449
| Closed | -$95.9K | – | 945 |
|
2023
Q3 | $95.9K | Sell |
10,449
-545
| -5% | -$5K | 0.01% | 865 |
|
2023
Q2 | $115K | Buy |
10,994
+718
| +7% | +$7.5K | 0.01% | 904 |
|
2023
Q1 | $110K | Sell |
10,276
-27
| -0.3% | -$290 | 0.01% | 875 |
|
2022
Q4 | $107K | Buy |
+10,303
| New | +$107K | 0.01% | 852 |
|
2019
Q1 | – | Sell |
-11,978
| Closed | -$150K | – | 669 |
|
2018
Q4 | $150K | Buy |
+11,978
| New | +$150K | 0.02% | 601 |
|