Melfa Wealth Management’s BlackRock MuniHoldings Fund MHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.11M | Sell |
188,012
-428
| -0.2% | -$4.79K | 1.33% | 19 |
|
|
2025
Q1 | $2.21M | Buy |
188,440
+8
| +0% | +$94 | 1.49% | 17 |
|
|
2024
Q4 | $2.2M | Buy |
188,432
+14
| +0% | +$163 | 1.47% | 16 |
|
|
2024
Q3 | $2.38M | Buy |
188,418
+9
| +0% | +$114 | 1.57% | 15 |
|
|
2024
Q2 | $2.28M | Buy |
188,409
+75
| +0% | +$907 | 1.59% | 13 |
|
|
2024
Q1 | $2.28M | Sell |
188,334
-7,590
| -4% | -$91.7K | 1.64% | 13 |
|
|
2023
Q4 | $2.24M | Sell |
195,924
-3,056
| -2% | -$35K | 2.11% | 11 |
|
|
2023
Q3 | $2.05M | Sell |
198,980
-3,073
| -2% | -$31.7K | 2.23% | 9 |
|
|
2023
Q2 | $2.35M | Sell |
202,053
-3,664
| -2% | -$42.6K | 2.38% | 8 |
|
|
2023
Q1 | $2.48M | Sell |
205,717
-9,227
| -4% | -$111K | 2.48% | 8 |
|
|
2022
Q4 | $2.61M | Buy |
+214,944
| New | +$2.61M | 2.73% | 6 |
|