MWM
Mascoma Wealth Management’s BlackRock MuniYield New York Quality Fund MYN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-60
| Closed | -$596 | – | 487 |
|
|
2025
Q1 | $596 | Hold |
60
| – | – | ﹤0.01% | 480 |
|
|
2024
Q4 | $605 | Hold |
60
| – | – | ﹤0.01% | 498 |
|
|
2024
Q3 | $647 | Hold |
60
| – | – | ﹤0.01% | 440 |
|
|
2024
Q2 | $628 | Hold |
60
| – | – | ﹤0.01% | 477 |
|
|
2024
Q1 | $631 | Hold |
60
| – | – | ﹤0.01% | 443 |
|
|
2023
Q4 | $620 | Hold |
60
| – | – | ﹤0.01% | 454 |
|
|
2023
Q3 | $532 | Hold |
60
| – | – | ﹤0.01% | 491 |
|
|
2023
Q2 | $587 | Hold |
60
| – | – | ﹤0.01% | 469 |
|
|
2023
Q1 | $600 | Hold |
60
| – | – | ﹤0.01% | 574 |
|
|
2022
Q4 | $588 | Hold |
60
| – | – | ﹤0.01% | 602 |
|
|
2022
Q3 | $1K | Hold |
60
| – | – | ﹤0.01% | 581 |
|
|
2022
Q2 | $1K | Buy |
+60
| New | +$1K | ﹤0.01% | 588 |
|