Wealthcare Advisory Partners’s Western Asset Municipal High Income Fund MHF Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $145K | Buy |
20,850
+3,000
| +17% | +$20.9K | ﹤0.01% | 941 |
|
2025
Q1 | $132K | Buy |
17,850
+7,000
| +65% | +$51.9K | ﹤0.01% | 881 |
|
2024
Q4 | $73.8K | Hold |
10,850
| – | – | ﹤0.01% | 880 |
|
2024
Q3 | $78.4K | Buy |
+10,850
| New | +$78.4K | ﹤0.01% | 863 |
|
2023
Q4 | – | Sell |
-10,850
| Closed | -$66.1K | – | 759 |
|
2023
Q3 | $66.1K | Buy |
+10,850
| New | +$66.1K | ﹤0.01% | 692 |
|
2022
Q2 | – | Sell |
-43,500
| Closed | -$306K | – | 599 |
|
2022
Q1 | $306K | Buy |
43,500
+22,500
| +107% | +$158K | 0.02% | 411 |
|
2021
Q4 | $169K | Hold |
21,000
| – | – | 0.01% | 555 |
|
2021
Q3 | $167K | Hold |
21,000
| – | – | 0.01% | 528 |
|
2021
Q2 | $178K | Hold |
21,000
| – | – | 0.01% | 533 |
|
2021
Q1 | $164K | Hold |
21,000
| – | – | 0.01% | 525 |
|
2020
Q4 | $158K | Buy |
21,000
+4,000
| +24% | +$30.1K | 0.01% | 409 |
|
2020
Q3 | $127K | Hold |
17,000
| – | – | 0.01% | 347 |
|
2020
Q2 | $121K | Buy |
+17,000
| New | +$121K | 0.02% | 309 |
|