Apriem Advisors’s NUVEEN MUNI MARKET OPPORT FUND NMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-2,000
| Closed | -$30K | – | 705 |
|
|
2016
Q2 | $30K | Sell |
2,000
-3,000
| -60% | -$44.3K | 0.01% | 288 |
|
|
2016
Q1 | $71K | Hold |
5,000
| – | – | 0.03% | 166 |
|
|
2015
Q4 | $69K | Hold |
5,000
| – | – | 0.02% | 175 |
|
|
2015
Q3 | $66K | Hold |
5,000
| – | – | 0.02% | 176 |
|
|
2015
Q2 | $65K | Hold |
5,000
| – | – | 0.02% | 185 |
|
|
2015
Q1 | $69K | Sell |
5,000
-1,000
| -17% | -$13.7K | 0.02% | 179 |
|
|
2014
Q4 | $82K | Hold |
6,000
| – | – | 0.03% | 150 |
|
|
2014
Q3 | $80K | Sell |
6,000
-1,000
| -14% | -$13.2K | 0.03% | 161 |
|
|
2014
Q2 | $93K | Hold |
7,000
| – | – | 0.04% | 153 |
|
|
2014
Q1 | $89K | Hold |
7,000
| – | – | 0.03% | 165 |
|
|
2013
Q4 | $84K | Hold |
7,000
| – | – | 0.03% | 158 |
|
|
2013
Q3 | $86K | Hold |
7,000
| – | – | 0.04% | 155 |
|
|
2013
Q2 | $91K | Buy |
+7,000
| New | +$97.2K | 0.04% | 149 |
|