MWM
Melfa 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 | $669K | Buy |
64,785
+18,200
| +39% | +$188K | 0.42% | 57 |
|
|
2025
Q1 | $492K | Hold |
46,585
| – | – | 0.33% | 75 |
|
|
2024
Q4 | $491K | Sell |
46,585
-176
| -0.4% | -$1.86K | 0.33% | 80 |
|
|
2024
Q3 | $533K | Hold |
46,761
| – | – | 0.35% | 73 |
|
|
2024
Q2 | $517K | Sell |
46,761
-8,491
| -15% | -$93.8K | 0.36% | 71 |
|
|
2024
Q1 | $603K | Buy |
55,252
+17
| +0% | +$185 | 0.44% | 58 |
|
|
2023
Q4 | $595K | Buy |
55,235
+27
| +0% | +$291 | 0.56% | 46 |
|
|
2023
Q3 | $513K | Sell |
55,208
-1,367
| -2% | -$12.7K | 0.56% | 47 |
|
|
2023
Q2 | $601K | Buy |
56,575
+16,064
| +40% | +$171K | 0.61% | 43 |
|
|
2023
Q1 | $435K | Sell |
40,511
-3,954
| -9% | -$42.5K | 0.44% | 65 |
|
|
2022
Q4 | $465K | Buy |
+44,465
| New | +$465K | 0.49% | 57 |
|