Gerber Kawasaki Wealth & Investment Management’s NUVEEN ENERGY MLP TOTAL RETURN FUND JMF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
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|
2019
Q3 | $121K | Sell |
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|
2019
Q2 | $143K | Sell |
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|
2019
Q1 | $178K | Sell |
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|
2018
Q4 | $156K | Sell |
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|
2018
Q3 | $261K | Sell |
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|
2018
Q2 | $286K | Sell |
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|
2018
Q1 | $451K | Buy |
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|
2017
Q4 | $442K | Sell |
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|
2017
Q3 | $730K | Sell |
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|
2017
Q2 | $1M | Buy |
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|
2017
Q1 | $617K | Buy |
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