B. Riley Wealth Advisors’s NUVEEN QUALITY PFD INCOME FD JTP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-5,600
| Closed | -$45 | – | 2528 |
|
|
2014
Q4 | $45 | Buy |
+5,600
| New | +$45 | ﹤0.01% | 2147 |
|
|
2014
Q3 | – | Sell |
-8,712
| Closed | -$74.1K | – | 2341 |
|
|
2014
Q2 | $74.1K | Buy |
8,712
+10
| +0.1% | +$85 | 0.02% | 858 |
|
|
2014
Q1 | $70K | Buy |
8,702
+29
| +0.3% | +$233 | 0.02% | 695 |
|
|
2013
Q4 | $67K | Buy |
8,673
+2,569
| +42% | +$19.8K | 0.02% | 626 |
|
|
2013
Q3 | $46K | Sell |
6,104
-961
| -14% | -$7.24K | 0.02% | 651 |
|
|
2013
Q2 | $59K | Buy |
+7,065
| New | +$59K | 0.02% | 649 |
|