Steward Partners Investment Advisory’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 | $545K | Sell |
49,772
-2,698
| -5% | -$29.5K | ﹤0.01% | 1258 |
|
|
2025
Q1 | $590K | Buy |
52,470
+5,174
| +11% | +$58.2K | 0.01% | 1151 |
|
|
2024
Q4 | $524K | Buy |
47,296
+8,832
| +23% | +$97.8K | ﹤0.01% | 1131 |
|
|
2024
Q3 | $467K | Buy |
38,464
+9,381
| +32% | +$114K | ﹤0.01% | 1139 |
|
|
2024
Q2 | $331K | Buy |
29,083
+3,152
| +12% | +$35.9K | ﹤0.01% | 1240 |
|
|
2024
Q1 | $302K | Sell |
25,931
-4,387
| -14% | -$51K | ﹤0.01% | 1254 |
|
|
2023
Q4 | $346K | Sell |
30,318
-6,086
| -17% | -$69.4K | ﹤0.01% | 1158 |
|
|
2023
Q3 | $368K | Buy |
36,404
+2,486
| +7% | +$25.2K | 0.01% | 1041 |
|
|
2023
Q2 | $379K | Buy |
33,918
+2,908
| +9% | +$32.5K | 0.01% | 1040 |
|
|
2023
Q1 | $355K | Buy |
31,010
+4,134
| +15% | +$47.3K | 0.01% | 1051 |
|
|
2022
Q4 | $298K | Sell |
26,876
-1,606
| -6% | -$17.8K | 0.01% | 1081 |
|
|
2022
Q3 | $334K | Sell |
28,482
-2,687
| -9% | -$31.5K | 0.01% | 996 |
|
|
2022
Q2 | $411K | Buy |
31,169
+20,861
| +202% | +$275K | 0.01% | 920 |
|
|
2022
Q1 | $138K | Buy |
10,308
+927
| +10% | +$12.4K | ﹤0.01% | 1460 |
|
|
2021
Q4 | $149K | Hold |
9,381
| – | – | ﹤0.01% | 1431 |
|
|
2021
Q3 | $147K | Hold |
9,381
| – | – | ﹤0.01% | 1400 |
|
|
2021
Q2 | $150K | Hold |
9,381
| – | – | ﹤0.01% | 1784 |
|
|
2021
Q1 | $139K | Hold |
9,381
| – | – | ﹤0.01% | 1451 |
|
|
2020
Q4 | $136K | Sell |
9,381
-3,100
| -25% | -$44.9K | ﹤0.01% | 1236 |
|
|
2020
Q3 | $170K | Buy |
12,481
+819
| +7% | +$11.2K | ﹤0.01% | 1005 |
|
|
2020
Q2 | $156K | Buy |
+11,662
| New | +$156K | ﹤0.01% | 962 |
|