Simon Quick 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 | $302K | Buy |
27,579
+382
| +1% | +$4.18K | 0.01% | 607 |
|
2025
Q1 | $306K | Buy |
+27,197
| New | +$306K | 0.02% | 438 |
|
2024
Q2 | – | Sell |
-13,125
| Closed | -$153K | – | 431 |
|
2024
Q1 | $153K | Buy |
13,125
+1,497
| +13% | +$17.4K | 0.01% | 405 |
|
2023
Q4 | $133K | Sell |
11,628
-6,027
| -34% | -$68.8K | 0.01% | 327 |
|
2023
Q3 | $179K | Buy |
+17,655
| New | +$179K | 0.02% | 313 |
|
2023
Q1 | – | Sell |
-13,849
| Closed | -$153K | – | 287 |
|
2022
Q4 | $153K | Buy |
+13,849
| New | +$153K | 0.02% | 228 |
|