OneDigital Investment Advisors’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 | |
---|---|---|---|---|---|---|---|---|
2018
Q4 | – | Sell |
-6,102
| Closed | -$74K | – | 1233 |
|
2018
Q3 | $74K | Hold |
6,102
| – | – | 0.02% | 324 |
|
2018
Q2 | $77K | Hold |
6,102
| – | – | 0.02% | 384 |
|
2018
Q1 | $77K | Hold |
6,102
| – | – | 0.02% | 406 |
|
2017
Q4 | $84K | Buy |
+6,102
| New | +$84K | 0.01% | 386 |
|
2017
Q3 | – | Sell |
-6,102
| Closed | -$87K | – | 1128 |
|
2017
Q2 | $87K | Buy |
+6,102
| New | +$87K | 0.03% | 340 |
|