Sax 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $190K | Hold |
17,342
| – | – | 0.01% | 415 |
|
2025
Q1 | $195K | Hold |
17,342
| – | – | 0.01% | 353 |
|
2024
Q4 | $192K | Hold |
17,342
| – | – | 0.02% | 321 |
|
2024
Q3 | $210K | Hold |
17,342
| – | – | 0.02% | 270 |
|
2024
Q2 | $198K | Hold |
17,342
| – | – | 0.02% | 265 |
|
2024
Q1 | $202K | Hold |
17,342
| – | – | 0.02% | 182 |
|
2023
Q4 | $198K | Hold |
17,342
| – | – | 0.03% | 182 |
|
2023
Q3 | $176K | Hold |
17,342
| – | – | 0.03% | 173 |
|
2023
Q2 | $194K | Hold |
17,342
| – | – | 0.04% | 171 |
|
2023
Q1 | $199K | Hold |
17,342
| – | – | 0.04% | 171 |
|
2022
Q4 | $192K | Hold |
17,342
| – | – | 0.04% | 163 |
|
2022
Q3 | $204K | Buy |
+17,342
| New | +$204K | 0.05% | 151 |
|