United Capital Financial Advisors’s BlackRock MuniAssets Fund MUA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
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|
2023
Q3 | $146K | Sell |
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|
2023
Q2 | $174K | Sell |
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|
2023
Q1 | $188K | Sell |
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|
2022
Q4 | $223K | Sell |
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|
2022
Q3 | $279K | Sell |
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|
2022
Q2 | $376K | Hold |
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|
2022
Q1 | $395K | Sell |
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|
2021
Q4 | $492K | Sell |
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|
2021
Q3 | $588K | Hold |
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|
2021
Q2 | $652K | Hold |
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|
2021
Q1 | $590K | Sell |
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|
2020
Q4 | $569K | Sell |
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|
2020
Q3 | $564K | Sell |
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|
2020
Q2 | $584K | Sell |
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|
2020
Q1 | $621K | Sell |
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|
2019
Q4 | $880K | Sell |
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|
2019
Q3 | $912K | Sell |
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|
2019
Q2 | $2.51M | Buy |
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|
2019
Q1 | $2.01M | Buy |
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|
2018
Q4 | $1.4M | Sell |
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|
2018
Q3 | $1.41M | Buy |
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|
2018
Q2 | $1.39M | Sell |
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|
2018
Q1 | $1.83M | Buy |
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|
2017
Q4 | $1.53M | Buy |
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|
2017
Q3 | $1.39M | Buy |
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|
2017
Q2 | $1.27M | Sell |
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|
2017
Q1 | $1.34M | Sell |
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|
2016
Q4 | $1.34M | Sell |
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|
2016
Q3 | $1.61M | Buy |
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|
2016
Q2 | $1.44M | Buy |
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|
2016
Q1 | $1M | Buy |
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|
2015
Q4 | $818K | Buy |
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|
2015
Q3 | $576K | Buy |
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|
2015
Q2 | $480K | Buy |
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|
2015
Q1 | $428K | Buy |
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|
2014
Q4 | $236K | Sell |
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|
2014
Q3 | $231K | Buy |
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