SWA
SFMG Wealth Advisors’s BlackRock MuniHoldings Fund MHD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $135K | Hold |
12,093
| – | – | 0.01% | 267 |
|
|
2025
Q1 | $142K | Hold |
12,093
| – | – | 0.01% | 266 |
|
|
2024
Q4 | $141K | Hold |
12,093
| – | – | 0.01% | 261 |
|
|
2024
Q3 | $153K | Hold |
12,093
| – | – | 0.01% | 261 |
|
|
2024
Q2 | $146K | Hold |
12,093
| – | – | 0.01% | 257 |
|
|
2024
Q1 | $146K | Hold |
12,093
| – | – | 0.01% | 264 |
|
|
2023
Q4 | $144K | Hold |
12,093
| – | – | 0.01% | 255 |
|
|
2023
Q3 | $125K | Buy |
+12,093
| New | +$125K | 0.01% | 236 |
|