Laidlaw Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-46,571
| Closed | -$728K | – | 411 |
|
|
2021
Q3 | $728K | Buy |
46,571
+2,335
| +5% | +$36.5K | 0.19% | 117 |
|
|
2021
Q2 | $706K | Sell |
44,236
-1,194
| -3% | -$19.1K | 0.18% | 116 |
|
|
2021
Q1 | $675K | Sell |
45,430
-57,756
| -56% | -$858K | 0.23% | 103 |
|
|
2020
Q4 | $1.49M | Sell |
103,186
-3,161
| -3% | -$45.7K | 0.31% | 91 |
|
|
2020
Q3 | $1.45M | Sell |
106,347
-3,268
| -3% | -$44.4K | 0.64% | 49 |
|
|
2020
Q2 | $1.47M | Buy |
109,615
+1,771
| +2% | +$23.7K | 0.77% | 45 |
|
|
2020
Q1 | $1.42M | Sell |
107,844
-17,667
| -14% | -$233K | 0.93% | 35 |
|
|
2019
Q4 | $1.8M | Buy |
+125,511
| New | +$1.8M | 1.14% | 20 |
|