DFIM
JPW
Detwiler Fenton Investment Management’s Nuveen Flexible Invstment Fd JPW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | $319K | Sell |
19,665
-101,799
| -84% | -$1.65M | 1.03% | 34 |
|
|
2015
Q1 | $2.08M | Sell |
121,464
-11,382
| -9% | -$195K | 2.19% | 15 |
|
|
2014
Q4 | $2.18M | Sell |
132,846
-6,420
| -5% | -$105K | 2.46% | 15 |
|
|
2014
Q3 | $2.44M | Sell |
139,266
-1,186
| -0.8% | -$20.8K | 2.32% | 21 |
|
|
2014
Q2 | $2.64M | Sell |
140,452
-8,797
| -6% | -$165K | 2.13% | 20 |
|
|
2014
Q1 | $2.56M | Buy |
149,249
+2,066
| +1% | +$35.5K | 2.21% | 20 |
|
|
2013
Q4 | $2.43M | Buy |
147,183
+2,949
| +2% | +$48.6K | 2.18% | 17 |
|
|
2013
Q3 | $2.39M | Buy |
144,234
+2,519
| +2% | +$41.8K | 2.12% | 16 |
|
|
2013
Q2 | $2.83M | Buy |
+141,715
| New | +$2.83M | 2.88% | 4 |
|