JFS Wealth Advisors’s NUVEEN MUNI ADVANTAGE FUND NMA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-123,297
| Closed | -$1.77M | – | 665 |
|
|
2016
Q1 | $1.77M | Buy |
123,297
+1,696
| +1% | +$24.3K | 0.52% | 48 |
|
|
2015
Q4 | $1.68M | Buy |
121,601
+1,768
| +1% | +$24.5K | 0.49% | 50 |
|
|
2015
Q3 | $1.6M | Buy |
119,833
+1,768
| +1% | +$23.5K | 0.7% | 42 |
|
|
2015
Q2 | $1.54M | Buy |
118,065
+5,176
| +5% | +$67.3K | 0.79% | 32 |
|
|
2015
Q1 | $1.55M | Buy |
112,889
+57,889
| +105% | +$796K | 0.73% | 35 |
|
|
2014
Q4 | $751K | Buy |
+55,000
| New | +$751K | 0.12% | 48 |
|