Wealth Effects’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 | $343K | Buy |
31,294
+10,000
| +47% | +$110K | 0.13% | 131 |
|
|
2025
Q1 | $240K | Buy |
21,294
+10,026
| +89% | +$113K | 0.1% | 167 |
|
|
2024
Q4 | $125K | Hold |
11,268
| – | – | 0.04% | 204 |
|
|
2024
Q3 | $137K | Sell |
11,268
-13,026
| -54% | -$158K | 0.05% | 208 |
|
|
2024
Q2 | $277K | Buy |
24,294
+4,474
| +23% | +$51K | 0.1% | 155 |
|
|
2024
Q1 | $231K | Sell |
19,820
-7,274
| -27% | -$84.6K | 0.09% | 182 |
|
|
2023
Q4 | $309K | Sell |
27,094
-1,000
| -4% | -$11.4K | 0.12% | 149 |
|
|
2023
Q3 | $284K | Buy |
28,094
+5,000
| +22% | +$50.6K | 0.14% | 136 |
|
|
2023
Q2 | $258K | Hold |
23,094
| – | – | 0.11% | 147 |
|
|
2023
Q1 | $264K | Buy |
23,094
+1,500
| +7% | +$17.2K | 0.14% | 147 |
|
|
2022
Q4 | $239K | Buy |
21,594
+1,500
| +7% | +$16.6K | 0.14% | 151 |
|
|
2022
Q3 | $236K | Hold |
20,094
| – | – | 0.14% | 142 |
|
|
2022
Q2 | $265K | Buy |
20,094
+2,274
| +13% | +$30K | 0.16% | 136 |
|
|
2022
Q1 | $238K | Hold |
17,820
| – | – | 0.11% | 166 |
|
|
2021
Q4 | $283K | Buy |
+17,820
| New | +$283K | 0.12% | 157 |
|