ProVise Management Group’s BlackRock MuniHoldings Fund MHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $302K | Hold |
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|
2025
Q2 | $287K | Sell |
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|
2025
Q1 | $313K | Sell |
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|
2024
Q4 | $343K | Sell |
|
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|
2024
Q3 | $547K | Sell |
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|
2024
Q2 | $523K | Sell |
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|
2024
Q1 | $527K | Sell |
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|
2023
Q4 | $534K | Sell |
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|
2023
Q3 | $522K | Sell |
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|
2023
Q2 | $610K | Sell |
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|
2023
Q1 | $673K | Hold |
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|
2022
Q4 | $678K | Sell |
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|
2022
Q3 | $1.39M | Sell |
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|
2022
Q2 | $1.82M | Sell |
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|
2022
Q1 | $2.62M | Sell |
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|
2021
Q4 | $3.87M | Buy |
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|
2021
Q3 | $3.78M | Sell |
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|
2021
Q2 | $3.94M | Sell |
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|
2021
Q1 | $3.78M | Buy |
|