Plante Moran Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Hold |
0
| – | – | – | 835 |
|
|
2020
Q1 | – | Sell |
-1,510
| Closed | -$20K | – | 809 |
|
|
2019
Q4 | $20K | Hold |
1,510
| – | – | 0.01% | 465 |
|
|
2019
Q3 | $20K | Hold |
1,510
| – | – | 0.01% | 499 |
|
|
2019
Q2 | $20K | Hold |
1,510
| – | – | 0.01% | 475 |
|
|
2019
Q1 | $20K | Buy |
+1,510
| New | +$20K | 0.01% | 473 |
|
|
2017
Q1 | – | Sell |
-1,423
| Closed | -$19K | – | 970 |
|
|
2016
Q4 | $19K | Buy |
+1,423
| New | +$19K | 0.01% | 492 |
|
|
2015
Q1 | – | Sell |
-628
| Closed | -$9K | – | 771 |
|
|
2014
Q4 | $9K | Hold |
628
| – | – | 0.01% | 562 |
|
|
2014
Q3 | $9K | Buy |
+628
| New | +$9K | 0.01% | 560 |
|