Mascoma 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-1,433
| Closed | -$9.93K | – | 534 |
|
|
2025
Q4 | $9.93K | Hold |
1,433
| – | – | ﹤0.01% | 316 |
|
|
2025
Q3 | $9.83K | Hold |
1,433
| – | – | ﹤0.01% | 330 |
|
|
2025
Q2 | $9.43K | Hold |
1,433
| – | – | ﹤0.01% | 330 |
|
|
2025
Q1 | $10K | Hold |
1,433
| – | – | ﹤0.01% | 329 |
|
|
2024
Q4 | $10.1K | Hold |
1,433
| – | – | ﹤0.01% | 346 |
|
|
2024
Q3 | $10.9K | Hold |
1,433
| – | – | ﹤0.01% | 316 |
|
|
2024
Q2 | $10.3K | Hold |
1,433
| – | – | ﹤0.01% | 331 |
|
|
2024
Q1 | $10.1K | Hold |
1,433
| – | – | ﹤0.01% | 314 |
|
|
2023
Q4 | $10.2K | Hold |
1,433
| – | – | ﹤0.01% | 322 |
|
|
2023
Q3 | $8.68K | Hold |
1,433
| – | – | ﹤0.01% | 333 |
|
|
2023
Q2 | $9.53K | Hold |
1,433
| – | – | ﹤0.01% | 323 |
|
|
2023
Q1 | $9.8K | Hold |
1,433
| – | – | ﹤0.01% | 408 |
|
|
2022
Q4 | $10K | Hold |
1,433
| – | – | ﹤0.01% | 409 |
|
|
2022
Q3 | $10K | Hold |
1,433
| – | – | ﹤0.01% | 404 |
|
|
2022
Q2 | $11K | Buy |
+1,433
| New | +$10.8K | ﹤0.01% | 411 |
|