WKWM
NMA
Walter & Keenan Wealth Management’s NUVEEN MUNI ADVANTAGE FUND NMA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-84,845
| Closed | -$1.22M | – | 144 |
|
|
2016
Q1 | $1.22M | Sell |
84,845
-9,543
| -10% | -$137K | 0.7% | 46 |
|
|
2015
Q4 | $1.31M | Sell |
94,388
-20,500
| -18% | -$284K | 0.76% | 41 |
|
|
2015
Q3 | $1.53M | Buy |
114,888
+4,000
| +4% | +$53.2K | 0.94% | 37 |
|
|
2015
Q2 | $1.44M | Sell |
110,888
-13,595
| -11% | -$177K | 0.84% | 41 |
|
|
2015
Q1 | $1.71M | Hold |
124,483
| – | – | 0.97% | 37 |
|
|
2014
Q4 | $1.7M | Buy |
124,483
+19,177
| +18% | +$262K | 0.97% | 37 |
|
|
2014
Q3 | $1.42M | Sell |
105,306
-15,894
| -13% | -$214K | 0.83% | 42 |
|
|
2014
Q2 | $1.63M | Buy |
121,200
+14,500
| +14% | +$195K | 0.85% | 41 |
|
|
2014
Q1 | $1.39M | Buy |
+106,700
| New | +$1.39M | 0.76% | 44 |
|