Smallwood Wealth Investment Management’s Nuveen New Jersey Quality Municipal Income Fund NXJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $182K | Hold |
15,468
| – | – | 0.11% | 81 |
|
|
2024
Q4 | $188K | Hold |
15,468
| – | – | 0.13% | 77 |
|
|
2024
Q3 | $202K | Hold |
15,468
| – | – | 0.14% | 70 |
|
|
2024
Q2 | $189K | Hold |
15,468
| – | – | 0.15% | 67 |
|
|
2024
Q1 | $187K | Hold |
15,468
| – | – | 0.14% | 67 |
|
|
2023
Q4 | $182K | Hold |
15,468
| – | – | 0.15% | 64 |
|
|
2023
Q3 | $164K | Sell |
15,468
-22
| -0.1% | -$233 | 0.15% | 61 |
|
|
2023
Q2 | $178K | Hold |
15,490
| – | – | 0.16% | 62 |
|
|
2023
Q1 | $181K | Buy |
15,490
+1,000
| +7% | +$11.7K | 0.17% | 58 |
|
|
2022
Q4 | $164K | Hold |
14,490
| – | – | 0.14% | 71 |
|
|
2022
Q3 | $160K | Sell |
14,490
-2,611
| -15% | -$28.8K | 0.14% | 71 |
|
|
2022
Q2 | $215K | Sell |
17,101
-7,374
| -30% | -$92.7K | 0.22% | 57 |
|
|
2022
Q1 | $327K | Buy |
24,475
+3,330
| +16% | +$44.5K | 0.31% | 43 |
|
|
2021
Q4 | $325K | Buy |
+21,145
| New | +$325K | 0.3% | 42 |
|