Wellspring Financial Advisors’s BlackRock MuniVest Fund MVF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $557K | Sell |
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|
2025
Q2 | $577K | Buy |
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|
2025
Q1 | $562K | Sell |
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|
2024
Q4 | $611K | Sell |
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|
2024
Q3 | $823K | Buy |
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|
2024
Q2 | $483K | Buy |
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|
2024
Q1 | $355K | Hold |
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|
2023
Q4 | $358K | Buy |
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|
2023
Q3 | $274K | Buy |
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|
2023
Q2 | $248K | Hold |
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|
2023
Q1 | $255K | Buy |
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|
2022
Q4 | $91.1K | Buy |
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