Cornerstone Wealth Management’s Nuveen Select Maturities Municipal Fund NIM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q4 | – | Sell |
-257,007
| Closed | -$24.9M | – | 870 |
|
2018
Q3 | $24.9M | Buy |
257,007
+148,329
| +136% | +$14.4M | 0.31% | 67 |
|
2018
Q2 | $11.1M | Buy |
108,678
+94,611
| +673% | +$9.63M | 0.12% | 176 |
|
2018
Q1 | $135K | Sell |
14,067
-2,600
| -16% | -$25K | 0.03% | 371 |
|
2017
Q4 | $167K | Sell |
16,667
-8,261
| -33% | -$82.8K | 0.03% | 388 |
|
2017
Q3 | $256K | Buy |
24,928
+3,500
| +16% | +$35.9K | 0.05% | 309 |
|
2017
Q2 | $217K | Buy |
21,428
+4,100
| +24% | +$41.5K | 0.05% | 337 |
|
2017
Q1 | $173K | Buy |
+17,328
| New | +$173K | 0.04% | 331 |
|