JWM
JMLP
Jacobus Wealth Management’s NUVEEN ALL CAP ENERGY MLP OPPORTUNITIES FUND JMLP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | $1.32M | Sell |
148,455
-12,895
| -8% | -$115K | 0.35% | 58 |
|
|
2017
Q2 | $1.49M | Buy |
161,350
+8,705
| +6% | +$80.3K | 0.4% | 58 |
|
|
2017
Q1 | $1.61M | Hold |
152,645
| – | – | 0.45% | 53 |
|
|
2016
Q4 | $1.53M | Buy |
152,645
+21,775
| +17% | +$219K | 0.45% | 54 |
|
|
2016
Q3 | $1.27M | Buy |
130,870
+1,660
| +1% | +$16.1K | 0.37% | 58 |
|
|
2016
Q2 | $1.2M | Sell |
129,210
-7,590
| -6% | -$70.5K | 0.37% | 58 |
|
|
2016
Q1 | $928K | Buy |
136,800
+13,635
| +11% | +$92.5K | 0.27% | 78 |
|
|
2015
Q4 | $858K | Sell |
123,165
-27,215
| -18% | -$190K | 0.25% | 83 |
|
|
2015
Q3 | $1.49M | Buy |
150,380
+51,715
| +52% | +$512K | 0.43% | 52 |
|
|
2015
Q2 | $1.43M | Buy |
+98,665
| New | +$1.43M | 0.36% | 59 |
|