MWM
Mascoma Wealth Management’s BlackRock MuniYield Quality Fund MQY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-46
| Closed | -$539 | – | 484 |
|
|
2025
Q1 | $539 | Hold |
46
| – | – | ﹤0.01% | 484 |
|
|
2024
Q4 | $530 | Hold |
46
| – | – | ﹤0.01% | 503 |
|
|
2024
Q3 | $603 | Hold |
46
| – | – | ﹤0.01% | 443 |
|
|
2024
Q2 | $565 | Hold |
46
| – | – | ﹤0.01% | 479 |
|
|
2024
Q1 | $564 | Hold |
46
| – | – | ﹤0.01% | 444 |
|
|
2023
Q4 | $561 | Hold |
46
| – | – | ﹤0.01% | 455 |
|
|
2023
Q3 | $471 | Hold |
46
| – | – | ﹤0.01% | 492 |
|
|
2023
Q2 | $523 | Hold |
46
| – | – | ﹤0.01% | 470 |
|
|
2023
Q1 | $543 | Hold |
46
| – | – | ﹤0.01% | 575 |
|
|
2022
Q4 | $534 | Hold |
46
| – | – | ﹤0.01% | 603 |
|
|
2022
Q3 | $1K | Hold |
46
| – | – | ﹤0.01% | 578 |
|
|
2022
Q2 | $1K | Buy |
+46
| New | +$1K | ﹤0.01% | 585 |
|