BBWA
JMLP
Bell & Brown Wealth Advisors’s NUVEEN ALL CAP ENERGY MLP OPPORTUNITIES FUND JMLP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-11,000
| Closed | -$12K | – | 75 |
|
|
2020
Q1 | $12K | Hold |
11,000
| – | – | 0.01% | 71 |
|
|
2019
Q4 | $59K | Hold |
11,000
| – | – | 0.04% | 81 |
|
|
2019
Q3 | $62K | Hold |
11,000
| – | – | 0.05% | 80 |
|
|
2019
Q2 | $68K | Sell |
11,000
-4,800
| -30% | -$29.7K | 0.06% | 80 |
|
|
2019
Q1 | $109K | Sell |
15,800
-1,200
| -7% | -$8.28K | 0.1% | 82 |
|
|
2018
Q4 | $93K | Buy |
+17,000
| New | +$93K | 0.1% | 77 |
|
|
2018
Q2 | – | Sell |
-45,600
| Closed | -$347K | – | 90 |
|
|
2018
Q1 | $347K | Buy |
+45,600
| New | +$347K | 0.37% | 71 |
|