PWA
Primoris Wealth Advisors’s BlackRock MuniYield Quality Fund MQY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $501K | Sell |
45,100
-4,900
| -10% | -$54.4K | 0.34% | 61 |
|
|
2025
Q1 | $586K | Sell |
50,000
-1,500
| -3% | -$17.6K | 0.45% | 52 |
|
|
2024
Q4 | $593K | Buy |
51,500
+11,000
| +27% | +$127K | 0.45% | 52 |
|
|
2024
Q3 | $531K | Buy |
40,500
+21,000
| +108% | +$275K | 0.39% | 65 |
|
|
2024
Q2 | $239K | Buy |
19,500
+7,000
| +56% | +$86K | 0.19% | 88 |
|
|
2024
Q1 | $153K | Buy |
12,500
+2,500
| +25% | +$30.6K | 0.12% | 92 |
|
|
2023
Q4 | $122K | Buy |
+10,000
| New | +$122K | 0.12% | 85 |
|