SWA
Strategies 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-25,774
| Closed | -$309K | – | 129 |
|
|
2024
Q3 | $309K | Buy |
25,774
+19
| +0.1% | +$228 | 0.04% | 76 |
|
|
2024
Q2 | $288K | Buy |
25,755
+1,300
| +5% | +$14.5K | 0.04% | 76 |
|
|
2024
Q1 | $280K | Hold |
24,455
| – | – | 0.04% | 81 |
|
|
2023
Q4 | $285K | Buy |
+24,455
| New | +$285K | 0.05% | 73 |
|