SFWA
NPT
Summit Financial Wealth Advisors’s NUVEEN PREM INSD MUNI FD-4 INC NPT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-58,331
| Closed | -$818K | – | 157 |
|
|
2016
Q1 | $818K | Buy |
58,331
+5,000
| +9% | +$70.1K | 0.36% | 59 |
|
|
2015
Q4 | $714K | Buy |
53,331
+3,000
| +6% | +$40.2K | 0.33% | 62 |
|
|
2015
Q3 | $656K | Buy |
50,331
+2,000
| +4% | +$26.1K | 0.42% | 47 |
|
|
2015
Q2 | $632K | Buy |
+48,331
| New | +$632K | 0.39% | 48 |
|