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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-81,242
| Closed | -$563K | – | 303 |
|
|
2025
Q4 | $563K | Hold |
81,242
| – | – | 0.04% | 139 |
|
|
2025
Q3 | $557K | Sell |
81,242
-6,439
| -7% | -$43K | 0.05% | 85 |
|
|
2025
Q2 | $577K | Buy |
87,681
+7,448
| +9% | +$50.2K | 0.06% | 79 |
|
|
2025
Q1 | $562K | Sell |
80,233
-6,563
| -8% | -$47.2K | 0.06% | 72 |
|
|
2024
Q4 | $611K | Sell |
86,796
-21,472
| -20% | -$158K | 0.06% | 69 |
|
|
2024
Q3 | $823K | Buy |
108,268
+40,968
| +61% | +$304K | 0.1% | 64 |
|
|
2024
Q2 | $483K | Buy |
67,300
+17,000
| +34% | +$119K | 0.07% | 82 |
|
|
2024
Q1 | $355K | Hold |
50,300
| – | – | 0.06% | 90 |
|
|
2023
Q4 | $358K | Buy |
50,300
+5,100
| +11% | +$33.1K | 0.09% | 91 |
|
|
2023
Q3 | $274K | Buy |
45,200
+8,300
| +22% | +$54.7K | 0.08% | 90 |
|
|
2023
Q2 | $248K | Hold |
36,900
| – | – | 0.07% | 90 |
|
|
2023
Q1 | $255K | Buy |
36,900
+23,900
| +184% | +$166K | 0.08% | 97 |
|
|
2022
Q4 | $91.1K | Buy |
+13,000
| New | +$87.2K | 0.03% | 127 |
|