SWM
Seed Wealth Management’s BlackRock MuniVest Fund MVF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $85.7K | Sell |
13,020
-3,519
| -21% | -$23.2K | 0.06% | 149 |
|
|
2025
Q1 | $116K | Sell |
16,539
-1,144
| -6% | -$8.02K | 0.09% | 148 |
|
|
2024
Q4 | $124K | Sell |
17,683
-1,117
| -6% | -$7.86K | 0.1% | 147 |
|
|
2024
Q3 | $143K | Sell |
18,800
-6,000
| -24% | -$45.6K | 0.11% | 154 |
|
|
2024
Q2 | $178K | Buy |
24,800
+4,000
| +19% | +$28.7K | 0.15% | 145 |
|
|
2024
Q1 | $145K | Sell |
20,800
-4,000
| -16% | -$27.8K | 0.14% | 148 |
|
|
2023
Q4 | $176K | Buy |
+24,800
| New | +$176K | 0.18% | 142 |
|