| |
| |
|
| Insider
Information: |
Robert Young L |
| Relationship: |
Trustee |
| City: |
Columbus |
| State: |
OH |
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
6 |
|
| Direct
Shares |
52,775 |
|
|
Indirect Shares
|
0 |
|
|
| Direct
Value |
$656,195 |
|
|
|
Indirect Value
|
$0 |
|
|
| Total
Shares |
52,775 |
|
|
| Total
Value |
$656,195 |
|
|
|
|
|
|
|
|
Historical
Performance :
Based on 6 Month Return Percentages |
Buys
|
Sells
|
|
Total
Filings :
|
3
|
2
|
|
Stock
price went up :
|
2
|
1
|
| Stock
price went down : |
1
|
1
|
| |
|
|
|
Gain/Loss Ratio : |
2.0
|
0.0
|
| Percentage
Gain/Loss : |
 0.9%
|
3.5%
|
| |
|
|
|
|
|
Holdings
:
| Menu |
Company Name |
Ticker |
Relation |
Direct Date |
Direct Shares |
Indirect Date |
Indirect Shares |
Total Value Sold  |
 |
Nuveen Municipal Income Fund Inc |
NMI |
Trustee |
2022-06-02 |
0 |
2019-01-14 |
0 |
Premium* |
|
|
Nuveen Municipal Value Fund 2 |
NUW |
Trustee |
2019-01-14 |
6,490 |
2019-01-14 |
0 |
Premium* |
|
|
Nuveen Ohio Quality Income Munic... |
NUO |
Trustee |
2022-06-06 |
14,060 |
2022-06-06 |
0 |
Premium* |
|
|
Nuveen Dividend Advantage Munici... |
NAD |
Trustee |
2023-11-17 |
15,750 |
2023-11-17 |
0 |
Premium* |
|
|
Nuveen Dividend Advantage Munici... |
NZF |
Trustee |
2023-11-17 |
0 |
2023-11-17 |
0 |
Premium* |
|
|
Nuveen Global High Income Fund |
JGH |
Trustee |
2024-01-22 |
16,475 |
2024-01-22 |
0 |
Premium* |
|
|
|
|
|
|
|
|
|
|
|
Records found :
7 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
Page 1 of 1
|
| Ticker |
Company Name |
Relation |
Off-Dir-10% |
Trans. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
|
|
|
| 3m +/- |
|
|
Form |
| JGH |
Nuveen Global High Income... |
Trustee |
• • – |
2024-01-22 |
4 |
B |
$12.13 |
$199,842 |
D/D |
16,475 |
16,475 |
2.44 |
% |
|
| NAD |
Nuveen Dividend Advantage... |
Trustee |
• • – |
2023-11-17 |
4 |
B |
$10.73 |
$168,998 |
D/D |
15,750 |
15,750 |
2.44 |
% |
|
| NZF |
Nuveen Dividend Advantage... |
Trustee |
• • – |
2023-11-17 |
4 |
S |
$11.18 |
$167,689 |
D/D |
(14,999) |
0 |
0 |
% |
|
| NUO |
Nuveen Ohio Quality Incom... |
Trustee |
• • – |
2022-06-06 |
4 |
B |
$13.14 |
$184,748 |
D/D |
14,060 |
14,060 |
2.44 |
% |
|
| NMI |
Nuveen Municipal Income F... |
Trustee |
• • – |
2022-06-02 |
4 |
S |
$9.65 |
$92,435 |
D/D |
(9,582) |
0 |
0 |
% |
|
| NMI |
Nuveen Municipal Income F... |
Trustee |
• • – |
2019-01-14 |
4 |
B |
$10.44 |
$100,036 |
D/D |
9,582 |
9,582 |
2.44 |
- |
|
| NUW |
Nuveen Municipal Value Fu... |
Trustee |
• • – |
2019-01-14 |
4 |
B |
$15.41 |
$100,011 |
D/D |
6,490 |
6,490 |
2.44 |
- |
|
7 Records found
|
1
|
Page 1 of 1 |
| |
Free Registration Required For Full Results. Limit: 25
|
|
| |
Transaction Code Key: |
Ownership Code Key |
| |
B |
- Buy |
AB |
- Automatic Buy |
D |
- Direct Ownership |
| |
S |
- Sell |
AS |
- Automatic Sell |
I |
- Indirect Ownership |
|
OE |
- Options Exercised |
A |
- Aquired |
| |
IO |
- Initital Ownership |
D |
- Disposed |
| |
|
|
|
|
|
