TriaGen 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $110K | Hold |
10,000
| – | – | 0.03% | 169 |
|
2025
Q1 | $113K | Hold |
10,000
| – | – | 0.04% | 162 |
|
2024
Q4 | $111K | Hold |
10,000
| – | – | 0.04% | 167 |
|
2024
Q3 | $121K | Buy |
+10,000
| New | +$121K | 0.04% | 167 |
|
2024
Q2 | – | Sell |
-13,000
| Closed | -$151K | – | 171 |
|
2024
Q1 | $151K | Hold |
13,000
| – | – | 0.06% | 156 |
|
2023
Q4 | $148K | Sell |
13,000
-2,000
| -13% | -$22.8K | 0.07% | 154 |
|
2023
Q3 | $152K | Hold |
15,000
| – | – | 0.08% | 149 |
|
2023
Q2 | $168K | Sell |
15,000
-35,705
| -70% | -$399K | 0.08% | 161 |
|
2023
Q1 | $581K | Hold |
50,705
| – | – | 0.29% | 86 |
|
2022
Q4 | $561K | Hold |
50,705
| – | – | 0.31% | 85 |
|
2022
Q3 | $595K | Buy |
50,705
+15,000
| +42% | +$176K | 0.33% | 77 |
|
2022
Q2 | $471K | Buy |
+35,705
| New | +$471K | 0.33% | 78 |
|