OneDigital Investment Advisors’s BlackRock MuniHoldings Fund MHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-2,918
| Closed | -$44K | – | 1227 |
|
|
2018
Q3 | $44K | Hold |
2,918
| – | – | 0.01% | 443 |
|
|
2018
Q2 | $46K | Hold |
2,918
| – | – | 0.01% | 527 |
|
|
2018
Q1 | $45K | Buy |
+2,918
| New | +$45K | 0.01% | 551 |
|
|
2017
Q3 | – | Sell |
-2,918
| Closed | -$51K | – | 1121 |
|
|
2017
Q2 | $51K | Buy |
+2,918
| New | +$51K | 0.02% | 468 |
|