Klingman & Associates’s NUVEEN QUALITY PFD INCOME FD JTP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-7,000
| Closed | -$58K | – | 401 |
|
|
2016
Q1 | $58K | Hold |
7,000
| – | – | 0.02% | 182 |
|
|
2015
Q4 | $58K | Buy |
+7,000
| New | +$57.3K | 0.02% | 201 |
|
|
2015
Q3 | – | Sell |
-7,000
| Closed | -$56.7K | – | 202 |
|
|
2015
Q2 | $55K | Hold |
7,000
| – | – | 0.02% | 178 |
|
|
2015
Q1 | $60K | Hold |
7,000
| – | – | 0.02% | 164 |
|
|
2014
Q4 | $56K | Buy |
+7,000
| New | +$58K | 0.02% | 170 |
|