Spire Wealth Management’s BlackRock MuniYield Quality Fund MQY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $100K | Hold |
9,000
| – | – | ﹤0.01% | 969 |
|
2025
Q1 | $105K | Hold |
9,000
| – | – | ﹤0.01% | 1018 |
|
2024
Q4 | $104K | Hold |
9,000
| – | – | ﹤0.01% | 1020 |
|
2024
Q3 | $118K | Hold |
9,000
| – | – | ﹤0.01% | 865 |
|
2024
Q2 | $111K | Sell |
9,000
-5,461
| -38% | -$67.1K | ﹤0.01% | 868 |
|
2024
Q1 | $177K | Hold |
14,461
| – | – | ﹤0.01% | 802 |
|
2023
Q4 | $173K | Buy |
14,461
+9,000
| +165% | +$107K | 0.01% | 801 |
|
2023
Q3 | $55.9K | Sell |
5,461
-1,885
| -26% | -$19.3K | ﹤0.01% | 1139 |
|
2023
Q2 | $85K | Buy |
7,346
+5
| +0.1% | +$58 | ﹤0.01% | 1017 |
|
2023
Q1 | $86.9K | Buy |
7,341
+5,024
| +217% | +$59.5K | ﹤0.01% | 1004 |
|
2022
Q4 | $27K | Buy |
2,317
+432
| +23% | +$5.03K | ﹤0.01% | 1244 |
|
2022
Q3 | $21K | Sell |
1,885
-12,215
| -87% | -$136K | ﹤0.01% | 1310 |
|
2022
Q2 | $179K | Sell |
14,100
-5,019
| -26% | -$63.7K | 0.01% | 811 |
|
2022
Q1 | $264K | Sell |
19,119
-2,450
| -11% | -$33.8K | 0.01% | 773 |
|
2021
Q4 | $348K | Sell |
21,569
-6,770
| -24% | -$109K | 0.01% | 839 |
|
2021
Q3 | $459K | Hold |
28,339
| – | – | 0.01% | 617 |
|
2021
Q2 | $475K | Buy |
28,339
+15,424
| +119% | +$259K | 0.01% | 623 |
|
2021
Q1 | $205K | Buy |
+12,915
| New | +$205K | 0.01% | 1051 |
|