Wheelhouse Advisory Group’s BlackRock MuniYield Fund MYD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $303K | Sell |
30,158
-12,549
| -29% | -$126K | 0.15% | 37 |
|
|
2025
Q1 | $451K | Sell |
42,707
-8,647
| -17% | -$91.2K | 0.26% | 30 |
|
|
2024
Q4 | $534K | Buy |
51,354
+496
| +1% | +$5.15K | 0.32% | 28 |
|
|
2024
Q3 | $581K | Sell |
50,858
-484
| -0.9% | -$5.53K | 0.37% | 25 |
|
|
2024
Q2 | $554K | Sell |
51,342
-14,775
| -22% | -$160K | 0.39% | 23 |
|
|
2024
Q1 | $731K | Sell |
66,117
-12,156
| -16% | -$134K | 0.56% | 21 |
|
|
2023
Q4 | $844K | Buy |
+78,273
| New | +$844K | 0.74% | 18 |
|