Apriem Advisors’s NUVEEN INVESTMENT QLTY MUNI FD NQM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-1,500
| Closed | -$25K | – | 678 |
|
|
2016
Q2 | $25K | Sell |
1,500
-1,500
| -50% | -$25K | 0.01% | 307 |
|
|
2016
Q1 | $48K | Hold |
3,000
| – | – | 0.02% | 205 |
|
|
2015
Q4 | $46K | Buy |
+3,000
| New | +$46K | 0.02% | 211 |
|
|
2014
Q3 | – | Sell |
-4,000
| Closed | -$59K | – | 602 |
|
|
2014
Q2 | $59K | Hold |
4,000
| – | – | 0.02% | 185 |
|
|
2014
Q1 | $56K | Buy |
+4,000
| New | +$56K | 0.02% | 205 |
|