Focused Wealth Management’s NUVEEN NY PERF PLUS MUNI FD NNP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-940
| Closed | -$14K | – | 739 |
|
|
2015
Q1 | $14K | Hold |
940
| – | – | 0.01% | 374 |
|
|
2014
Q4 | $14K | Buy |
940
+100
| +12% | +$1.49K | 0.01% | 368 |
|
|
2014
Q3 | $12K | Hold |
840
| – | – | 0.01% | 402 |
|
|
2014
Q2 | $12K | Hold |
840
| – | – | 0.01% | 395 |
|
|
2014
Q1 | $12K | Hold |
840
| – | – | 0.01% | 367 |
|
|
2013
Q4 | $11K | Hold |
840
| – | – | 0.01% | 388 |
|
|
2013
Q3 | $11K | Buy |
+840
| New | +$11K | 0.01% | 355 |
|