Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 14 buys in history.
Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Nuveen Credit Strategies Income Fund | 4,400 | reported | 05 May 2025 | tx 3+4,400−2,000 |
| Nuveen Preferred & Income Opportunities Fund | 2,500.93 | reported | 05 May 2025 | tx 3+3,369.93−869 |
| Nuveen AMT-Free Municipal Credit Income Fund | 2,500 | reported | 10 Nov 2023 | tx 2+2,500 |
| Nuveen Municipal Credit Opportunities Fund | 1,800 | reported | 11 Sept 2025 | tx 2+1,800 |
| Nuveen Real Asset Income & Growth Fund | 1,750 | reported | 16 Mar 2026 | tx 3+1,750−1,000 |
| Nuveen Mortgage & Income Fund/MA/ | 1,228 | reported | 05 May 2025 | tx 3+1,228 |
| NUVEEN MUNICIPAL HIGH INCOME OPPORTUNITY FUND | 1,100 | reported | 26 Oct 2023 | tx 1+1,100 |
| Nuveen Quality Municipal Income Fund | 1,000 | reported | 05 Apr 2024 | tx 2+1,000−802 |
| NUVEEN NEW YORK AMT-FREE QUALITY MUNICIPAL INCOME FUND | 1,000 | reported | 10 Nov 2023 | tx 1+1,000 |
| NUVEEN FLOATING RATE INCOME FUND | 768 | reported | 25 Feb 2025 | tx 6+2,174−1,711 |
2 purchases reported after at least 12 months of silence — most recent on 05 May 2025.