MWM
Mascoma Wealth Management’s BlackRock MuniYield Quality Fund III MYI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-85
| Closed | -$934 | – | 486 |
|
|
2025
Q1 | $934 | Hold |
85
| – | – | ﹤0.01% | 475 |
|
|
2024
Q4 | $938 | Hold |
85
| – | – | ﹤0.01% | 494 |
|
|
2024
Q3 | $1.02K | Hold |
85
| – | – | ﹤0.01% | 437 |
|
|
2024
Q2 | $950 | Hold |
85
| – | – | ﹤0.01% | 472 |
|
|
2024
Q1 | $974 | Hold |
85
| – | – | ﹤0.01% | 436 |
|
|
2023
Q4 | $989 | Hold |
85
| – | – | ﹤0.01% | 451 |
|
|
2023
Q3 | $812 | Hold |
85
| – | – | ﹤0.01% | 485 |
|
|
2023
Q2 | $910 | Hold |
85
| – | – | ﹤0.01% | 463 |
|
|
2023
Q1 | $945 | Hold |
85
| – | – | ﹤0.01% | 567 |
|
|
2022
Q4 | $953 | Hold |
85
| – | – | ﹤0.01% | 585 |
|
|
2022
Q3 | $1K | Hold |
85
| – | – | ﹤0.01% | 580 |
|
|
2022
Q2 | $1K | Buy |
+85
| New | +$1K | ﹤0.01% | 587 |
|