WFA
Wellspring Financial Advisors’s BlackRock MuniHoldings Fund MHD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $576K | Buy |
51,464
+14,614
| +40% | +$164K | 0.06% | 80 |
|
|
2025
Q1 | $433K | Hold |
36,850
| – | – | 0.05% | 79 |
|
|
2024
Q4 | $430K | Sell |
36,850
-7,960
| -18% | -$92.9K | 0.04% | 83 |
|
|
2024
Q3 | $567K | Buy |
44,810
+1,600
| +4% | +$20.2K | 0.07% | 79 |
|
|
2024
Q2 | $522K | Buy |
43,210
+7,960
| +23% | +$96.2K | 0.07% | 81 |
|
|
2024
Q1 | $426K | Buy |
35,250
+950
| +3% | +$11.5K | 0.07% | 79 |
|
|
2023
Q4 | $409K | Hold |
34,300
| – | – | 0.1% | 79 |
|
|
2023
Q3 | $354K | Buy |
34,300
+9,300
| +37% | +$95.9K | 0.1% | 76 |
|
|
2023
Q2 | $291K | Hold |
25,000
| – | – | 0.08% | 80 |
|
|
2023
Q1 | $301K | Hold |
25,000
| – | – | 0.09% | 84 |
|
|
2022
Q4 | $304K | Buy |
+25,000
| New | +$304K | 0.1% | 82 |
|