Talisman Wealth Advisors’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 | $136K | Buy |
+12,106
| New | +$136K | 0.12% | 112 |
|
|
2024
Q4 | – | Sell |
-12,106
| Closed | -$154K | – | 111 |
|
|
2024
Q3 | $154K | Buy |
+12,106
| New | +$154K | 0.16% | 108 |
|
|
2023
Q2 | – | Sell |
-12,106
| Closed | -$146K | – | 86 |
|
|
2023
Q1 | $146K | Hold |
12,106
| – | – | 0.26% | 86 |
|
|
2022
Q4 | $147K | Buy |
+12,106
| New | +$147K | 0.31% | 72 |
|