Wellspring Financial Advisors’s BlackRock MuniHoldings New Yrok Quality Fund MHN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $231K | Buy |
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|
2025
Q1 | $207K | Buy |
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|
2024
Q4 | $103K | Hold |
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|
2024
Q3 | $112K | Hold |
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|
2024
Q2 | $108K | Hold |
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|
2024
Q1 | $106K | Hold |
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|
2023
Q4 | $105K | Hold |
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|
2023
Q3 | $91.3K | Hold |
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|
2023
Q2 | $105K | Hold |
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|
2023
Q1 | $106K | Hold |
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|
2022
Q4 | $103K | Hold |
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|
2022
Q3 | $98K | Hold |
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|
2022
Q2 | $110K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $214K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $269K | Sell |
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|
2020
Q2 | $292K | Buy |
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|
2020
Q1 | $214K | Buy |
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