JFS Wealth Advisors’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 | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-62
| Closed | -$628 | – | 2024 |
|
2023
Q3 | $628 | Sell |
62
-160
| -72% | -$1.62K | ﹤0.01% | 1704 |
|
2023
Q2 | $2.48K | Sell |
222
-349
| -61% | -$3.9K | ﹤0.01% | 1306 |
|
2023
Q1 | $6.54K | Sell |
571
-151
| -21% | -$1.73K | ﹤0.01% | 887 |
|
2022
Q4 | $7.99K | Hold |
722
| – | – | ﹤0.01% | 799 |
|
2022
Q3 | $8K | Sell |
722
-318
| -31% | -$3.52K | ﹤0.01% | 814 |
|
2022
Q2 | $14K | Hold |
1,040
| – | – | ﹤0.01% | 669 |
|
2022
Q1 | $14K | Hold |
1,040
| – | – | ﹤0.01% | 696 |
|
2021
Q4 | $16K | Hold |
1,040
| – | – | ﹤0.01% | 611 |
|
2021
Q3 | $16K | Hold |
1,040
| – | – | ﹤0.01% | 577 |
|
2021
Q2 | $17K | Hold |
1,040
| – | – | ﹤0.01% | 389 |
|
2021
Q1 | $15K | Hold |
1,040
| – | – | ﹤0.01% | 376 |
|
2020
Q4 | $15K | Hold |
1,040
| – | – | ﹤0.01% | 367 |
|
2020
Q3 | $14K | Hold |
1,040
| – | – | ﹤0.01% | 360 |
|
2020
Q2 | $14K | Hold |
1,040
| – | – | ﹤0.01% | 349 |
|
2020
Q1 | $14K | Hold |
1,040
| – | – | ﹤0.01% | 309 |
|
2019
Q4 | $15K | Hold |
1,040
| – | – | ﹤0.01% | 341 |
|
2019
Q3 | $15K | Sell |
1,040
-375
| -27% | -$5.41K | ﹤0.01% | 330 |
|
2019
Q2 | $20K | Hold |
1,415
| – | – | 0.01% | 307 |
|
2019
Q1 | $19K | Hold |
1,415
| – | – | 0.01% | 302 |
|
2018
Q4 | $18K | Hold |
1,415
| – | – | ﹤0.01% | 295 |
|
2018
Q3 | $18K | Hold |
1,415
| – | – | ﹤0.01% | 334 |
|
2018
Q2 | $19K | Hold |
1,415
| – | – | 0.01% | 318 |
|
2018
Q1 | $19K | Buy |
+1,415
| New | +$19K | 0.01% | 322 |
|