SFWA
NPP
Summit Financial Wealth Advisors’s NUVEEN PERFORMANCE+MUN FUND NPP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-13,700
| Closed | -$226K | – | 160 |
|
|
2016
Q2 | $226K | Buy |
+13,700
| New | +$226K | 0.09% | 130 |
|
|
2015
Q4 | – | Sell |
-6,500
| Closed | -$92K | – | 242 |
|
|
2015
Q3 | $92K | Hold |
6,500
| – | – | 0.06% | 102 |
|
|
2015
Q2 | $91K | Buy |
+6,500
| New | +$91K | 0.06% | 112 |
|