BAM
JHA

Belpointe Asset Management’s Nuveen High Inc Dec 2018 Tgt Trm JHA Stock Holding History

Belpointe Asset Management’s Portfolio JHA Stock Details JHA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-15,197
Closed -$150K – 666
2018
Q3 		$150K Buy
15,197
+2,270
+18% +$22.4K 0.02% 532
2018
Q2 		$128K Hold
12,927
– – 0.04% 332
2018
Q1 		$127K Sell
12,927
-3,938
-23% -$38.7K 0.04% 329
2017
Q4 		$167K Buy
+16,865
New +$167K 0.04% 426