SWA
SFMG Wealth Advisors’s BlackRock MuniYield Fund MYD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $143K | Hold |
14,213
| – | – | 0.01% | 262 |
|
|
2025
Q1 | $150K | Hold |
14,213
| – | – | 0.01% | 260 |
|
|
2024
Q4 | $148K | Hold |
14,213
| – | – | 0.01% | 257 |
|
|
2024
Q3 | $162K | Hold |
14,213
| – | – | 0.01% | 254 |
|
|
2024
Q2 | $154K | Hold |
14,213
| – | – | 0.01% | 251 |
|
|
2024
Q1 | $157K | Sell |
14,213
-1,000
| -7% | -$11.1K | 0.01% | 259 |
|
|
2023
Q4 | $164K | Hold |
15,213
| – | – | 0.02% | 249 |
|
|
2023
Q3 | $140K | Buy |
+15,213
| New | +$140K | 0.01% | 230 |
|