Creative Planning’s BlackRock MuniHoldings New Jersey Quality Fund MUJ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $316K | Sell |
28,890
-1,990
| -6% | -$21.8K | ﹤0.01% | 2842 |
|
2025
Q1 | $347K | Buy |
+30,880
| New | +$347K | ﹤0.01% | 2612 |
|
2017
Q3 | – | Sell |
-4,401
| Closed | -$64K | – | 2949 |
|
2017
Q2 | $64K | Buy |
4,401
+17
| +0.4% | +$247 | ﹤0.01% | 2306 |
|
2017
Q1 | $62K | Buy |
4,384
+11
| +0.3% | +$156 | ﹤0.01% | 2298 |
|
2016
Q4 | $61K | Buy |
4,373
+23
| +0.5% | +$321 | ﹤0.01% | 2212 |
|
2016
Q3 | $68K | Buy |
4,350
+14
| +0.3% | +$219 | ﹤0.01% | 2111 |
|
2016
Q2 | $70K | Buy |
4,336
+1,300
| +43% | +$21K | ﹤0.01% | 1902 |
|
2016
Q1 | $46K | Buy |
3,036
+862
| +40% | +$13.1K | ﹤0.01% | 2150 |
|
2015
Q4 | $31K | Buy |
2,174
+18
| +0.8% | +$257 | ﹤0.01% | 2475 |
|
2015
Q3 | $29K | Buy |
+2,156
| New | +$29K | ﹤0.01% | 2430 |
|