Pettinga Financial 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $302K | Buy |
30,060
+13,880
| +86% | +$139K | 0.07% | 106 |
|
2025
Q1 | $171K | Buy |
+16,180
| New | +$171K | 0.04% | 127 |
|
2024
Q3 | – | Sell |
-11,540
| Closed | -$125K | – | 121 |
|
2024
Q2 | $125K | Buy |
+11,540
| New | +$125K | 0.03% | 119 |
|
2024
Q1 | – | Sell |
-45,000
| Closed | -$485K | – | 125 |
|
2023
Q4 | $485K | Buy |
+45,000
| New | +$485K | 0.13% | 79 |
|