WFG 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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-1,531
| Closed | -$22K | – | 1936 |
|
|
2014
Q4 | $22K | Buy |
1,531
+31
| +2% | +$445 | ﹤0.01% | 1179 |
|
|
2014
Q3 | $21K | Buy |
1,500
+23
| +2% | +$322 | ﹤0.01% | 1255 |
|
|
2014
Q2 | $21K | Buy |
1,477
+22
| +2% | +$313 | ﹤0.01% | 1253 |
|
|
2014
Q1 | $20K | Buy |
1,455
+807
| +125% | +$11.1K | ﹤0.01% | 1244 |
|
|
2013
Q4 | $9K | Sell |
648
-1,228
| -65% | -$17.1K | ﹤0.01% | 1611 |
|
|
2013
Q3 | $25K | Buy |
1,876
+20
| +1% | +$267 | ﹤0.01% | 1186 |
|
|
2013
Q2 | $27K | Buy |
+1,856
| New | +$27K | ﹤0.01% | 1101 |
|