WE
MFL

Wealth Effects’s BLACKROCK MUNIHOLDINGS INVESTMENT QUALITY FUND MFL Stock Holding History

Wealth Effects’s Portfolio MFL Stock Details MFL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-17,000
Closed -$208K – 216
2022
Q1 		$208K Hold
17,000
– – 0.1% 182
2021
Q4 		$253K Buy
+17,000
New +$246K 0.11% 171

Other funds holding MFL

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

Wealth Effects's MFL Position: Q2 2022 in Review

Wealth Effects sold out of BLACKROCK MUNIHOLDINGS INVESTMENT QUALITY FUND (MFL) in Q2 2022, closing a stake of 17,000 shares — an estimated $208K sold.

Wealth Effects first reported a position in MFL in Q4 2021 and held it in 2 quarters. The position peaked at $253K in Q4 2021. 1 fund tracked by Wall St. Rank holds MFL as of Q2 2022.

  • Wealth Effects reported no remaining BLACKROCK MUNIHOLDINGS INVESTMENT QUALITY FUND position as of Q2 2022 after selling out during the quarter.
  • Wealth Effects sold 17,000 BLACKROCK MUNIHOLDINGS INVESTMENT QUALITY FUND shares in Q2 2022, an estimated $208K.
  • Wealth Effects first reported a position in BLACKROCK MUNIHOLDINGS INVESTMENT QUALITY FUND in Q4 2021 and held it in 2 quarters.
  • Wealth Effects's BLACKROCK MUNIHOLDINGS INVESTMENT QUALITY FUND position peaked at $253K in Q4 2021.
  • 1 fund tracked by Wall St. Rank held BLACKROCK MUNIHOLDINGS INVESTMENT QUALITY FUND as of Q2 2022.

Based on Wealth Effects's 13F filing for Q2 2022, filed 3 Aug 2022.