SFWA
NSL
Summit Financial Wealth Advisors’s NUVEEN SENIOR INCM FD NSL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-16,450
| Closed | -$98K | – | 157 |
|
|
2019
Q2 | $98K | Buy |
16,450
+2,850
| +21% | +$17K | 0.02% | 150 |
|
|
2019
Q1 | $80K | Hold |
13,600
| – | – | 0.02% | 134 |
|
|
2018
Q4 | $75K | Sell |
13,600
-5,600
| -29% | -$30.9K | 0.02% | 124 |
|
|
2018
Q3 | $116K | Sell |
19,200
-800
| -4% | -$4.83K | 0.03% | 143 |
|
|
2018
Q2 | $131K | Hold |
20,000
| – | – | 0.04% | 135 |
|
|
2018
Q1 | $131K | Hold |
20,000
| – | – | 0.04% | 143 |
|
|
2017
Q4 | $130K | Buy |
20,000
+5,000
| +33% | +$32.5K | 0.04% | 141 |
|
|
2017
Q3 | $100K | Buy |
15,000
+400
| +3% | +$2.67K | 0.04% | 136 |
|
|
2017
Q2 | $100K | Buy |
+14,600
| New | +$100K | 0.04% | 145 |
|