Optimum Investment Advisors’s NUVEEN PREM INSD MUNI FD-4 INC NPT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-10,979
| Closed | -$154K | – | 290 |
|
|
2016
Q1 | $154K | Hold |
10,979
| – | – | 0.06% | 256 |
|
|
2015
Q4 | $147K | Buy |
+10,979
| New | +$147K | 0.06% | 266 |
|
|
2015
Q1 | $27K | Hold |
2,000
| – | – | 0.01% | 632 |
|
|
2014
Q4 | $27K | Buy |
+2,000
| New | +$27K | 0.01% | 648 |
|
|
2014
Q3 | – | Sell |
-3,700
| Closed | -$47K | – | 986 |
|
|
2014
Q2 | $47K | Buy |
+3,700
| New | +$47K | 0.02% | 495 |
|