Edge Wealth Management’s NUVEEN NJ INVT QUALITY MUNI FD NQJ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2014
Q4 | – | Sell |
-24,400
| Closed | -$324K | – | 457 |
|
2014
Q3 | $324K | Sell |
24,400
-7,918
| -25% | -$105K | 0.12% | 78 |
|
2014
Q2 | $444K | Hold |
32,318
| – | – | 0.18% | 67 |
|
2014
Q1 | $429K | Buy |
32,318
+3,000
| +10% | +$39.8K | 0.18% | 66 |
|
2013
Q4 | $377K | Sell |
29,318
-739
| -2% | -$9.5K | 0.17% | 61 |
|
2013
Q3 | $387K | Buy |
30,057
+6,000
| +25% | +$77.3K | 0.24% | 53 |
|
2013
Q2 | $327K | Buy |
+24,057
| New | +$327K | 0.22% | 48 |
|