Merriman Wealth Management’s BlackRock MuniYield Quality Fund III MYI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q1 | – | Sell |
-15,500
| Closed | -$209K | – | 188 |
|
2019
Q4 | $209K | Hold |
15,500
| – | – | 0.04% | 168 |
|
2019
Q3 | $210K | Sell |
15,500
-7,500
| -33% | -$102K | 0.04% | 161 |
|
2019
Q2 | $3.03K | Hold |
23,000
| – | – | 0.06% | 149 |
|
2019
Q1 | $297K | Sell |
23,000
-6,000
| -21% | -$77.5K | 0.06% | 166 |
|
2018
Q4 | $353K | Buy |
+29,000
| New | +$353K | 0.08% | 107 |
|