Spire Wealth Management’s BlackRock MuniHoldings Fund MHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $44.8K | Hold |
4,000
| – | – | ﹤0.01% | 1241 |
|
|
2025
Q1 | $47K | Hold |
4,000
| – | – | ﹤0.01% | 1306 |
|
|
2024
Q4 | $46.7K | Hold |
4,000
| – | – | ﹤0.01% | 1313 |
|
|
2024
Q3 | $50.6K | Hold |
4,000
| – | – | ﹤0.01% | 1129 |
|
|
2024
Q2 | $48.4K | Hold |
4,000
| – | – | ﹤0.01% | 1132 |
|
|
2024
Q1 | $48.3K | Hold |
4,000
| – | – | ﹤0.01% | 1227 |
|
|
2023
Q4 | $46.6K | Buy |
4,000
+1,362
| +52% | +$15.9K | ﹤0.01% | 1222 |
|
|
2023
Q3 | $27.2K | Hold |
2,638
| – | – | ﹤0.01% | 1386 |
|
|
2023
Q2 | $30.7K | Hold |
2,638
| – | – | ﹤0.01% | 1402 |
|
|
2023
Q1 | $31.8K | Buy |
+2,638
| New | +$31.8K | ﹤0.01% | 1405 |
|
|
2022
Q3 | – | Sell |
-2,638
| Closed | -$33K | – | 2443 |
|
|
2022
Q2 | $33K | Hold |
2,638
| – | – | ﹤0.01% | 1468 |
|
|
2022
Q1 | $38K | Sell |
2,638
-4,000
| -60% | -$57.6K | ﹤0.01% | 1551 |
|
|
2021
Q4 | $111K | Sell |
6,638
-1,638
| -20% | -$27.4K | ﹤0.01% | 1364 |
|
|
2021
Q3 | $135K | Hold |
8,276
| – | – | ﹤0.01% | 1078 |
|
|
2021
Q2 | $139K | Buy |
8,276
+1,043
| +14% | +$17.5K | ﹤0.01% | 1072 |
|
|
2021
Q1 | $116K | Buy |
+7,233
| New | +$116K | ﹤0.01% | 1338 |
|