B. Riley Wealth Advisors’s NUVEEN NJ INVT QUALITY MUNI FD NQJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-18,700
| Closed | -$249K | – | 3839 |
|
|
2014
Q3 | $249K | Sell |
18,700
-19,800
| -51% | -$264K | 0.06% | 430 |
|
|
2014
Q2 | $272K | Buy |
38,500
+24,400
| +173% | +$172K | 0.06% | 350 |
|
|
2014
Q1 | $187K | Hold |
14,100
| – | – | 0.06% | 412 |
|
|
2013
Q4 | $182K | Buy |
14,100
+6,000
| +74% | +$77.4K | 0.06% | 375 |
|
|
2013
Q3 | $104K | Sell |
8,100
-4,900
| -38% | -$62.9K | 0.04% | 534 |
|
|
2013
Q2 | $178K | Buy |
+13,000
| New | +$178K | 0.06% | 375 |
|