Transform Wealth’s BlackRock MuniHoldings Fund MHD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-11,501
Closed -$134K 256
2023
Q2
$134K Hold
11,501
0.01% 251
2023
Q1
$139K Buy
+11,501
New +$139K 0.01% 246