Doliver Advisors’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
Q1 | – | Sell |
-11,433
| Closed | -$114K | – | 359 |
|
2017
Q4 | $114K | Buy |
+11,433
| New | +$114K | 0.05% | 283 |
|
2017
Q3 | – | Sell |
-14,616
| Closed | -$147K | – | 291 |
|
2017
Q2 | $147K | Sell |
14,616
-6,410
| -30% | -$64.5K | 0.07% | 246 |
|
2017
Q1 | $209K | Sell |
21,026
-3,092
| -13% | -$30.7K | 0.16% | 175 |
|
2016
Q4 | $235K | Buy |
+24,118
| New | +$235K | 0.2% | 158 |
|
2013
Q3 | – | Sell |
-21,343
| Closed | -$210K | – | 370 |
|
2013
Q2 | $210K | Buy |
+21,343
| New | +$210K | 0.12% | 282 |
|