JFS Wealth Advisors’s BlackRock MuniHoldings California Quality Fund MUC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
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2025
Q1 | $53.6K | Hold |
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2024
Q4 | $53.2K | Sell |
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2024
Q3 | $115K | Sell |
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2024
Q2 | $222K | Sell |
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2024
Q1 | $440K | Hold |
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2023
Q4 | $445K | Hold |
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2023
Q3 | $382K | Sell |
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2023
Q2 | $543K | Sell |
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2023
Q1 | $1.11M | Hold |
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2022
Q4 | $1.07M | Sell |
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2022
Q3 | $2.52M | Buy |
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2022
Q2 | $2.31M | Buy |
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2022
Q1 | $2.25M | Buy |
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2021
Q4 | $1.95M | Buy |
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2021
Q3 | $1.77M | Buy |
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2021
Q2 | $1.59M | Sell |
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2021
Q1 | $1.63M | Sell |
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2020
Q4 | $1.97M | Sell |
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2020
Q3 | $1.85M | Buy |
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2020
Q2 | $1.72M | Buy |
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2020
Q1 | $1.39M | Sell |
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2019
Q4 | $2.92M | Buy |
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2019
Q3 | $2.82M | Buy |
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2019
Q2 | $2.35M | Buy |
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2019
Q1 | $1.99M | Hold |
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2018
Q4 | $1.85M | Sell |
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2018
Q3 | $2.39M | Sell |
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2018
Q2 | $2.64M | Hold |
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2018
Q1 | $2.64M | Sell |
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2017
Q4 | $4.26M | Sell |
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2017
Q3 | $4.55M | Buy |
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2017
Q2 | $4.34M | Sell |
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2017
Q1 | $4.54M | Hold |
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2016
Q4 | $4.54M | Buy |
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2016
Q3 | $4.38M | Buy |
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2016
Q2 | $4.4M | Sell |
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2016
Q1 | $4.28M | Buy |
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2015
Q4 | $3.87M | Sell |
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2015
Q3 | $5.75M | Sell |
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2015
Q2 | $5.74M | Buy |
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2015
Q1 | $6M | Buy |
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2014
Q4 | $5.3M | Buy |
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2014
Q3 | $5.04M | Buy |
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2014
Q2 | $4.88M | Buy |
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