SWA
SFMG Wealth Advisors’s BlackRock MuniYield Quality Fund III MYI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $142K | Hold |
13,526
| – | – | 0.01% | 264 |
|
|
2025
Q1 | $149K | Hold |
13,526
| – | – | 0.01% | 261 |
|
|
2024
Q4 | $149K | Hold |
13,526
| – | – | 0.01% | 255 |
|
|
2024
Q3 | $162K | Hold |
13,526
| – | – | 0.01% | 255 |
|
|
2024
Q2 | $151K | Sell |
13,526
-3,000
| -18% | -$33.5K | 0.01% | 252 |
|
|
2024
Q1 | $189K | Hold |
16,526
| – | – | 0.02% | 255 |
|
|
2023
Q4 | $192K | Hold |
16,526
| – | – | 0.02% | 244 |
|
|
2023
Q3 | $158K | Buy |
+16,526
| New | +$158K | 0.02% | 228 |
|