SWA
SFMG Wealth Advisors’s BlackRock MuniVest Fund MVF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $137K | Hold |
20,753
| – | – | 0.01% | 266 |
|
|
2025
Q1 | $145K | Hold |
20,753
| – | – | 0.01% | 264 |
|
|
2024
Q4 | $146K | Hold |
20,753
| – | – | 0.01% | 259 |
|
|
2024
Q3 | $158K | Hold |
20,753
| – | – | 0.01% | 257 |
|
|
2024
Q2 | $149K | Hold |
20,753
| – | – | 0.01% | 255 |
|
|
2024
Q1 | $147K | Hold |
20,753
| – | – | 0.01% | 263 |
|
|
2023
Q4 | $148K | Hold |
20,753
| – | – | 0.01% | 254 |
|
|
2023
Q3 | $126K | Buy |
+20,753
| New | +$126K | 0.01% | 234 |
|