OneDigital Investment Advisors’s BlackRock MuniYield Fund MYD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-10,879
| Closed | -$161K | – | 560 |
|
|
2019
Q4 | $161K | Hold |
10,879
| – | – | 0.01% | 521 |
|
|
2019
Q3 | $162K | Buy |
+10,879
| New | +$162K | 0.01% | 501 |
|
|
2019
Q2 | – | Sell |
-10,879
| Closed | -$153K | – | 1224 |
|
|
2019
Q1 | $153K | Hold |
10,879
| – | – | 0.02% | 312 |
|
|
2018
Q4 | $136K | Sell |
10,879
-681
| -6% | -$8.51K | 0.02% | 305 |
|
|
2018
Q3 | $152K | Hold |
11,560
| – | – | 0.04% | 219 |
|
|
2018
Q2 | $154K | Sell |
11,560
-911
| -7% | -$12.1K | 0.03% | 257 |
|
|
2018
Q1 | $167K | Sell |
12,471
-2,905
| -19% | -$38.9K | 0.04% | 248 |
|
|
2017
Q4 | $229K | Buy |
15,376
+14,491
| +1,637% | +$216K | 0.03% | 212 |
|
|
2017
Q3 | $13K | Sell |
885
-11,548
| -93% | -$170K | ﹤0.01% | 771 |
|
|
2017
Q2 | $186K | Buy |
+12,433
| New | +$186K | 0.06% | 210 |
|