Wellspring Financial Advisors’s BlackRock MuniYield Quality Fund II MQT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-19,872
| Closed | -$200K | – | 302 |
|
|
2025
Q4 | $200K | Buy |
19,872
+9,300
| +88% | +$93.3K | 0.02% | 263 |
|
|
2025
Q3 | $106K | Buy |
+10,572
| New | +$102K | 0.01% | 176 |
|
|
2021
Q2 | – | Sell |
-20,885
| Closed | -$258K | – | 109 |
|
|
2021
Q1 | $258K | Buy |
+20,885
| New | +$293K | 0.12% | 70 |
|
|
2020
Q2 | – | Sell |
-20,885
| Closed | -$258K | – | 95 |
|
|
2020
Q1 | $258K | Buy |
+20,885
| New | +$270K | 0.12% | 70 |
|