Sheaff Brock Investment Advisors’s BlackRock MuniAssets Fund MUA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q4 | – | Sell |
-13,000
| Closed | -$196K | – | 551 |
|
2017
Q3 | $196K | Buy |
13,000
+1,000
| +8% | +$15.1K | 0.03% | 490 |
|
2017
Q2 | $180K | Hold |
12,000
| – | – | 0.02% | 525 |
|
2017
Q1 | $170K | Hold |
12,000
| – | – | 0.02% | 526 |
|
2016
Q4 | $162K | Buy |
+12,000
| New | +$162K | 0.02% | 532 |
|
2016
Q1 | – | Sell |
-56,824
| Closed | -$811K | – | 671 |
|
2015
Q4 | $811K | Buy |
+56,824
| New | +$811K | 0.09% | 217 |
|