Ropes Wealth Advisors’s BlackRock MuniHoldings New Yrok Quality Fund MHN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q3 | – | Sell |
-2,000
| Closed | -$25K | – | 567 |
|
2018
Q2 | $25K | Hold |
2,000
| – | – | 0.01% | 401 |
|
2018
Q1 | $25K | Hold |
2,000
| – | – | 0.01% | 387 |
|
2017
Q4 | $27K | Hold |
2,000
| – | – | 0.01% | 401 |
|
2017
Q3 | $28K | Hold |
2,000
| – | – | 0.01% | 376 |
|
2017
Q2 | $28K | Buy |
+2,000
| New | +$28K | 0.01% | 379 |
|