Waverly Advisors’s NUVEEN PREM INSD MUNI FD-4 INC NPT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-1,468
| Closed | -$19K | – | 460 |
|
|
2015
Q3 | $19K | Hold |
1,468
| – | – | 0.01% | 286 |
|
|
2015
Q2 | $19K | Hold |
1,468
| – | – | 0.01% | 222 |
|
|
2015
Q1 | $20K | Hold |
1,468
| – | – | 0.01% | 193 |
|
|
2014
Q4 | $19K | Hold |
1,468
| – | – | 0.01% | 221 |
|
|
2014
Q3 | $19K | Hold |
1,468
| – | – | 0.01% | 353 |
|
|
2014
Q2 | $19K | Hold |
1,468
| – | – | 0.01% | 345 |
|
|
2014
Q1 | $18K | Hold |
1,468
| – | – | 0.01% | 340 |
|
|
2013
Q4 | $18K | Hold |
1,468
| – | – | 0.01% | 478 |
|
|
2013
Q3 | $17K | Buy |
+1,468
| New | +$17K | 0.01% | 378 |
|