AWA
JPW

ARS Wealth Advisors’s Nuveen Flexible Invstment Fd JPW Stock Holding History

ARS Wealth Advisors’s Portfolio JPW Stock Details JPW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-12,000
Closed -$210K – 81
2014
Q3 		$210K Sell
12,000
-3,000
-20% -$52.5K 0.1% 66
2014
Q2 		$282K Buy
+15,000
New +$282K 0.14% 50