Lokken Investment Group’s Nuveen Select Maturities Municipal Fund NIM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-15,129
| Closed | -$140K | – | 153 |
|
|
2024
Q3 | $140K | Hold |
15,129
| – | – | 0.06% | 151 |
|
|
2024
Q2 | $137K | Sell |
15,129
-5,065
| -25% | -$45.8K | 0.06% | 144 |
|
|
2024
Q1 | $182K | Hold |
20,194
| – | – | 0.09% | 133 |
|
|
2023
Q4 | $178K | Hold |
20,194
| – | – | 0.1% | 129 |
|
|
2023
Q3 | $171K | Hold |
20,194
| – | – | 0.11% | 126 |
|
|
2023
Q2 | $182K | Buy |
20,194
+745
| +4% | +$6.71K | 0.12% | 123 |
|
|
2023
Q1 | $180K | Buy |
19,449
+5,065
| +35% | +$46.8K | 0.14% | 120 |
|
|
2022
Q4 | $130K | Hold |
14,384
| – | – | 0.1% | 115 |
|
|
2022
Q3 | $127K | Hold |
14,384
| – | – | 0.11% | 109 |
|
|
2022
Q2 | $132K | Hold |
14,384
| – | – | 0.11% | 112 |
|
|
2022
Q1 | $134K | Hold |
14,384
| – | – | 0.11% | 122 |
|
|
2021
Q4 | $154K | Buy |
14,384
+2,300
| +19% | +$24.6K | 0.11% | 133 |
|
|
2021
Q3 | $131K | Buy |
+12,084
| New | +$131K | 0.1% | 119 |
|