Stratos Wealth Partners’s Nuveen Build Am Bond Opp Fd NBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-600
| Closed | -$13K | – | 2982 |
|
|
2018
Q3 | $13K | Buy |
+600
| New | +$13K | ﹤0.01% | 2076 |
|
|
2018
Q2 | – | Sell |
-3,150
| Closed | -$69K | – | 3054 |
|
|
2018
Q1 | $69K | Sell |
3,150
-1,450
| -32% | -$31.8K | ﹤0.01% | 1408 |
|
|
2017
Q4 | $106K | Buy |
+4,600
| New | +$106K | ﹤0.01% | 1163 |
|
|
2017
Q1 | – | Sell |
-9,779
| Closed | -$205K | – | 874 |
|
|
2016
Q4 | $205K | Sell |
9,779
-1,396
| -12% | -$29.3K | 0.01% | 648 |
|
|
2016
Q3 | $255K | Buy |
+11,175
| New | +$255K | 0.02% | 544 |
|
|
2016
Q2 | – | Sell |
-10,075
| Closed | -$217K | – | 678 |
|
|
2016
Q1 | $217K | Buy |
+10,075
| New | +$217K | 0.02% | 493 |
|