Thomas J. Herzfeld Advisors’s Nuveen Flexible Invstment Fd JPW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
|
|||||
|
2017
Q1 | $88K | Sell |
|
|||||
|
2016
Q4 | $124K | Hold |
|
|||||
|
2016
Q3 | $129K | Sell |
|
|||||
|
2016
Q2 | $140K | Hold |
|
|||||
|
2016
Q1 | $137K | Hold |
|
|||||
|
2015
Q4 | $130K | Hold |
|
|||||
|
2015
Q3 | $132K | Hold |
|
|||||
|
2015
Q2 | $142K | Hold |
|
|||||
|
2015
Q1 | $152K | Sell |
|
|||||
|
2014
Q4 | $147K | Hold |
|
|||||
|
2014
Q3 | $158K | Hold |
|
|||||
|
2014
Q2 | $169K | Hold |
|
|||||
|
2014
Q1 | $154K | Buy |
|
|||||
|
2013
Q4 | $99K | Hold |
|
|||||
|
2013
Q3 | $100K | Buy |
|