MWM
Mascoma Wealth Management’s BlackRock MuniVest Fund II MVT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.29K | Hold |
319
| – | – | ﹤0.01% | 414 |
|
|
2025
Q1 | $3.37K | Hold |
319
| – | – | ﹤0.01% | 432 |
|
|
2024
Q4 | $3.37K | Hold |
319
| – | – | ﹤0.01% | 438 |
|
|
2024
Q3 | $3.63K | Hold |
319
| – | – | ﹤0.01% | 408 |
|
|
2024
Q2 | $3.53K | Hold |
319
| – | – | ﹤0.01% | 437 |
|
|
2024
Q1 | $3.48K | Hold |
319
| – | – | ﹤0.01% | 410 |
|
|
2023
Q4 | $3.44K | Hold |
319
| – | – | ﹤0.01% | 421 |
|
|
2023
Q3 | $2.96K | Hold |
319
| – | – | ﹤0.01% | 445 |
|
|
2023
Q2 | $3.3K | Hold |
319
| – | – | ﹤0.01% | 426 |
|
|
2023
Q1 | $3.38K | Hold |
319
| – | – | ﹤0.01% | 519 |
|
|
2022
Q4 | $3.33K | Hold |
319
| – | – | ﹤0.01% | 534 |
|
|
2022
Q3 | $3K | Hold |
319
| – | – | ﹤0.01% | 538 |
|
|
2022
Q2 | $4K | Buy |
+319
| New | +$4K | ﹤0.01% | 523 |
|