Wellspring Financial Advisors’s BlackRock MuniHoldings Fund MHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $576K | Buy |
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|
2025
Q1 | $433K | Hold |
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|
2024
Q4 | $430K | Sell |
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|
2024
Q3 | $567K | Buy |
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|
2024
Q2 | $522K | Buy |
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|
2024
Q1 | $426K | Buy |
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|
2023
Q4 | $409K | Hold |
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|
2023
Q3 | $354K | Buy |
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|
2023
Q2 | $291K | Hold |
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|
2023
Q1 | $301K | Hold |
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|
2022
Q4 | $304K | Buy |
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