SWA
SFMG Wealth Advisors’s BlackRock MuniHoldings Quality Fund II MUE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $137K | Hold |
14,312
| – | – | 0.01% | 265 |
|
|
2025
Q1 | $143K | Hold |
14,312
| – | – | 0.01% | 265 |
|
|
2024
Q4 | $143K | Hold |
14,312
| – | – | 0.01% | 260 |
|
|
2024
Q3 | $153K | Hold |
14,312
| – | – | 0.01% | 260 |
|
|
2024
Q2 | $146K | Hold |
14,312
| – | – | 0.01% | 258 |
|
|
2024
Q1 | $146K | Hold |
14,312
| – | – | 0.01% | 265 |
|
|
2023
Q4 | $143K | Hold |
14,312
| – | – | 0.01% | 256 |
|
|
2023
Q3 | $126K | Buy |
+14,312
| New | +$126K | 0.01% | 235 |
|