Regal Investment Advisors’s NUVEEN INVESTMENT QLTY MUNI FD NQM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-1,772
| Closed | -$26K | – | 1035 |
|
|
2015
Q3 | $26K | Buy |
+1,772
| New | +$26K | 0.01% | 522 |
|
|
2014
Q4 | – | Sell |
-550
| Closed | -$8K | – | 1053 |
|
|
2014
Q3 | $8K | Sell |
550
-150
| -21% | -$2.18K | ﹤0.01% | 738 |
|
|
2014
Q2 | $10K | Hold |
700
| – | – | ﹤0.01% | 677 |
|
|
2014
Q1 | $10K | Hold |
700
| – | – | ﹤0.01% | 649 |
|
|
2013
Q4 | $9K | Sell |
700
-650
| -48% | -$8.36K | 0.01% | 612 |
|
|
2013
Q3 | $19K | Hold |
1,350
| – | – | 0.01% | 486 |
|
|
2013
Q2 | $19K | Buy |
+1,350
| New | +$19K | 0.01% | 475 |
|