Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 5 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 |
|---|---|---|---|---|
| USA TECHNOLOGIES INC | 366,482 | reported | 16 Oct 2019 | tx 73+390,848−372,465 |
| LEAP WIRELESS INTERNATIONAL INC | 161,731 | reported | 20 Dec 2010 | tx 22+224,300−31,369 |
| NUVEEN FLOATING RATE INCOME FUND | 34,516.2 | reported | 25 Feb 2025 | tx 8+40,303.2−54,516 |
| WINTRUST FINANCIAL CORP | 7,128 | reported | 31 Mar 2016 | tx 57+19,501−38,555 |
| NUVEEN MUNICIPAL HIGH INCOME OPPORTUNITY FUND | 5,600 | reported | 10 Aug 2023 | tx 3+6,400 |
| Nuveen Floating Rate Income Opportunity Fund | 1,500 | reported | 09 Mar 2017 | tx 2+3,000 |
| NUVEEN REAL ESTATE INCOME FUND | 0 | reported | 03 Jun 2025 | tx 2+800−1,037 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 03 Jun 2025 | SALE | NUVEEN REAL ESTATE INCOME FUND | 1,037 | 7.86 USD | |
| 25 Feb 2025 | EXERCISE | NUVEEN FLOATING RATE INCOME FUND | 6,903.2 | 8.20 USD | |
| 25 Feb 2025 | EXERCISE | NUVEEN FLOATING RATE INCOME FUND | 34,516 | 0.00 USD | deriv |
| 01 Oct 2024 | SALE | NUVEEN FLOATING RATE INCOME FUND | 20,000 | 8.77 USD | |
| 06 Sept 2023 | PURCHASE | NUVEEN FLOATING RATE INCOME FUND | 2,200 | 8.19 USD | |
| 10 Aug 2023 | PURCHASE | NUVEEN MUNICIPAL HIGH INCOME OPPORTUNITY FUND | 800 | 10.40 USD | |
| 10 Aug 2023 | PURCHASE | NUVEEN MUNICIPAL HIGH INCOME OPPORTUNITY FUND | 4,100 | 10.38 USD | first after silence |
| 31 Jul 2023 | OTHER | NUVEEN FLOATING RATE INCOME FUND | 3,000 | 0.00 USD | |
| 26 May 2022 | PURCHASE | NUVEEN MUNICIPAL HIGH INCOME OPPORTUNITY FUND | 1,500 | 12.33 USD | |
| 04 Apr 2022 | PURCHASE | NUVEEN REAL ESTATE INCOME FUND | 800 | 11.99 USD | first after silence |
| 11 Jun 2020 | PURCHASE | NUVEEN FLOATING RATE INCOME FUND | 3,000 | 7.87 USD | first after silence |
| 16 Oct 2019 | GRANT_AWARD | USA TECHNOLOGIES INC | 13,216 | 0.00 USD | |
| 16 Jan 2019 | GRANT_AWARD | USA TECHNOLOGIES INC | 2,892 | 3.89 USD | |
| 23 Oct 2018 | GRANT_AWARD | USA TECHNOLOGIES INC | 1,563 | 7.20 USD | |
| 05 Apr 2018 | GRANT_AWARD | USA TECHNOLOGIES INC | 1,250 | 9.00 USD | |
| 24 Jul 2018 | GRANT_AWARD | USA TECHNOLOGIES INC | 804 | 14.00 USD | |
| 02 Jul 2018 | GRANT_AWARD | USA TECHNOLOGIES INC | 6,677 | 0.00 USD | |
| 14 Feb 2018 | EXERCISE | USA TECHNOLOGIES INC | 20,000 | 2.05 USD | |
| 14 Feb 2018 | EXERCISE | USA TECHNOLOGIES INC | 20,000 | — | deriv |
| 12 Jan 2018 | GRANT_AWARD | USA TECHNOLOGIES INC | 1,154 | 9.75 USD | |
| 13 Dec 2017 | SALE | USA TECHNOLOGIES INC | 2,000 | 9.25 USD | |
| 12 Dec 2017 | SALE | USA TECHNOLOGIES INC | 6,000 | 9.15 USD | |
| 22 Dec 2017 | SALE | USA TECHNOLOGIES INC | 522 | 9.70 USD | |
| 26 Dec 2017 | SALE | USA TECHNOLOGIES INC | 9,478 | 9.61 USD | |
| 27 Dec 2017 | SALE | USA TECHNOLOGIES INC | 2,000 | 9.71 USD |
7 purchases reported after at least 12 months of silence — most recent on 10 Aug 2023.