JWA
NPI
JFS Wealth Advisors’s NUVEEN PREMIUN INC MUN FUND NPI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-125,023
| Closed | -$1.93M | – | 529 |
|
|
2016
Q2 | $1.93M | Buy |
125,023
+1,696
| +1% | +$26.2K | 0.53% | 44 |
|
|
2016
Q1 | $1.8M | Buy |
123,327
+1,172
| +1% | +$17.1K | 0.53% | 47 |
|
|
2015
Q4 | $1.72M | Buy |
122,155
+2,365
| +2% | +$33.3K | 0.5% | 46 |
|
|
2015
Q3 | $1.61M | Buy |
119,790
+1,822
| +2% | +$24.4K | 0.71% | 41 |
|
|
2015
Q2 | $1.55M | Buy |
117,968
+5,225
| +5% | +$68.7K | 0.8% | 29 |
|
|
2015
Q1 | $1.58M | Buy |
112,743
+57,743
| +105% | +$810K | 0.74% | 28 |
|
|
2014
Q4 | $762K | Buy |
+55,000
| New | +$762K | 0.12% | 43 |
|