Karpus Investment Management’s JM Global Holding Company WYIG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-45,775
| Closed | -$455K | – | 149 |
|
|
2017
Q2 | $455K | Hold |
45,775
| – | – | 0.02% | 118 |
|
|
2017
Q1 | $456K | Hold |
45,775
| – | – | 0.02% | 135 |
|
|
2016
Q4 | $451K | Sell |
45,775
-51,275
| -53% | -$505K | 0.03% | 140 |
|
|
2016
Q3 | $960K | Buy |
97,050
+42,950
| +79% | +$425K | 0.05% | 121 |
|
|
2016
Q2 | $527K | Buy |
+54,100
| New | +$527K | 0.03% | 141 |
|