Sowell Financial Services’s BlackRock MuniHoldings Fund MHD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q2 | – | Sell |
-10,609
| Closed | -$175K | – | 1857 |
|
2021
Q1 | $175K | Buy |
10,609
+9,108
| +607% | +$150K | 0.01% | 1117 |
|
2020
Q4 | $24K | Hold |
1,501
| – | – | ﹤0.01% | 1659 |
|
2020
Q3 | $23K | Hold |
1,501
| – | – | ﹤0.01% | 1502 |
|
2020
Q2 | $22K | Hold |
1,501
| – | – | ﹤0.01% | 1429 |
|
2020
Q1 | $23K | Hold |
1,501
| – | – | ﹤0.01% | 1345 |
|
2019
Q4 | $25K | Buy |
+1,501
| New | +$25K | ﹤0.01% | 1356 |
|