Patriot Financial Group Insurance Agency’s Nuveen Multi-Market Income Fund JMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-8,045
| Closed | -$49K | – | 1209 |
|
|
2022
Q2 | $49K | Buy |
8,045
+14
| +0.2% | +$85 | 0.01% | 739 |
|
|
2022
Q1 | $52K | Buy |
8,031
+8
| +0.1% | +$52 | 0.01% | 762 |
|
|
2021
Q4 | $61K | Buy |
8,023
+14
| +0.2% | +$106 | 0.01% | 799 |
|
|
2021
Q3 | $60K | Buy |
8,009
+11
| +0.1% | +$82 | 0.01% | 810 |
|
|
2021
Q2 | $60K | Buy |
7,998
+11
| +0.1% | +$83 | 0.01% | 782 |
|
|
2021
Q1 | $58K | Buy |
7,987
+6
| +0.1% | +$44 | 0.01% | 722 |
|
|
2020
Q4 | $57K | Buy |
7,981
+13
| +0.2% | +$93 | 0.01% | 651 |
|
|
2020
Q3 | $56K | Buy |
7,968
+10
| +0.1% | +$70 | 0.02% | 514 |
|
|
2020
Q2 | $55K | Sell |
7,958
-1,521
| -16% | -$10.5K | 0.02% | 492 |
|
|
2020
Q1 | $58K | Buy |
9,479
+29
| +0.3% | +$177 | 0.03% | 423 |
|
|
2019
Q4 | $70K | Buy |
9,450
+23
| +0.2% | +$170 | 0.03% | 415 |
|
|
2019
Q3 | $69K | Buy |
9,427
+7
| +0.1% | +$51 | 0.03% | 384 |
|
|
2019
Q2 | $69K | Buy |
9,420
+13
| +0.1% | +$95 | 0.03% | 384 |
|
|
2019
Q1 | $67K | Buy |
9,407
+7
| +0.1% | +$50 | 0.03% | 341 |
|
|
2018
Q4 | $64K | Hold |
9,400
| – | – | 0.04% | 278 |
|
|
2018
Q3 | $66K | Buy |
9,400
+4,300
| +84% | +$30.2K | 0.04% | 261 |
|
|
2018
Q2 | $36K | Hold |
5,100
| – | – | 0.04% | 218 |
|
|
2018
Q1 | $37K | Hold |
5,100
| – | – | 0.03% | 363 |
|
|
2017
Q4 | $39K | Hold |
5,100
| – | – | 0.03% | 333 |
|
|
2017
Q3 | $39K | Hold |
5,100
| – | – | 0.03% | 291 |
|
|
2017
Q2 | $38K | Buy |
5,100
+500
| +11% | +$3.73K | 0.04% | 291 |
|
|
2017
Q1 | $34K | Buy |
4,600
+2,900
| +171% | +$21.4K | 0.04% | 281 |
|
|
2016
Q4 | $12K | Buy |
+1,700
| New | +$12K | 0.02% | 435 |
|