MWM
Mascoma 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-108
| Closed | -$1.16K | – | 485 |
|
|
2025
Q1 | $1.16K | Hold |
108
| – | – | ﹤0.01% | 472 |
|
|
2024
Q4 | $1.15K | Hold |
108
| – | – | ﹤0.01% | 492 |
|
|
2024
Q3 | $1.24K | Hold |
108
| – | – | ﹤0.01% | 434 |
|
|
2024
Q2 | $1.2K | Hold |
108
| – | – | ﹤0.01% | 469 |
|
|
2024
Q1 | $1.19K | Hold |
108
| – | – | ﹤0.01% | 432 |
|
|
2023
Q4 | $1.2K | Hold |
108
| – | – | ﹤0.01% | 447 |
|
|
2023
Q3 | $1.03K | Hold |
108
| – | – | ﹤0.01% | 479 |
|
|
2023
Q2 | $1.14K | Hold |
108
| – | – | ﹤0.01% | 459 |
|
|
2023
Q1 | $1.17K | Hold |
108
| – | – | ﹤0.01% | 561 |
|
|
2022
Q4 | $1.16K | Hold |
108
| – | – | ﹤0.01% | 581 |
|
|
2022
Q3 | $1K | Hold |
108
| – | – | ﹤0.01% | 579 |
|
|
2022
Q2 | $1K | Buy |
+108
| New | +$1K | ﹤0.01% | 586 |
|