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 |
|---|---|---|---|---|
| NUVEEN NEW YORK AMT-FREE QUALITY MUNICIPAL INCOME FUND | 42,174 | reported | 01 Dec 2022 | tx 6+129,575−87,401 |
| Nuveen Churchill Direct Lending Corp. | 18,778 | reported | 05 Jan 2024 | tx 7+18,778 |
| SONIC CORP | 10,000 | reported | 19 Dec 2008 | tx 43+209,340−161,724 |
| Nuveen Preferred & Income Opportunities Fund | 7,900 | reported | 11 Mar 2024 | tx 1+7,900 |
| NUVEEN FLOATING RATE INCOME FUND | 5,844 | reported | 11 Mar 2024 | tx 2+12,444 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 11 Mar 2024 | PURCHASE | NUVEEN FLOATING RATE INCOME FUND | 5,844 | 8.67 USD | |
| 11 Mar 2024 | PURCHASE | NUVEEN FLOATING RATE INCOME FUND | 6,600 | 8.67 USD | |
| 11 Mar 2024 | PURCHASE | Nuveen Preferred & Income Opportunities Fund | 7,900 | 7.19 USD | |
| 05 Jan 2024 | PURCHASE | Nuveen Churchill Direct Lending Corp. | 3,046 | 18.05 USD | |
| 03 Nov 2023 | PURCHASE | Nuveen Churchill Direct Lending Corp. | 2,123 | 18.19 USD | |
| 01 Dec 2022 | PURCHASE | NUVEEN NEW YORK AMT-FREE QUALITY MUNICIPAL INCOME FUND | 42,174 | 10.68 USD | |
| 13 Oct 2022 | SALE | NUVEEN NEW YORK AMT-FREE QUALITY MUNICIPAL INCOME FUND | 42,639 | 9.87 USD | |
| 13 Jun 2022 | PURCHASE | NUVEEN NEW YORK AMT-FREE QUALITY MUNICIPAL INCOME FUND | 42,639 | 11.23 USD | |
| 10 May 2022 | SALE | NUVEEN NEW YORK AMT-FREE QUALITY MUNICIPAL INCOME FUND | 44,762 | 10.88 USD | |
| 21 Jan 2022 | PURCHASE | Nuveen Churchill Direct Lending Corp. | 225 | 19.46 USD | |
| 09 Dec 2021 | PURCHASE | Nuveen Churchill Direct Lending Corp. | 764 | 19.58 USD | |
| 01 Nov 2021 | PURCHASE | Nuveen Churchill Direct Lending Corp. | 534 | 19.40 USD | |
| 24 Aug 2021 | PURCHASE | Nuveen Churchill Direct Lending Corp. | 1,071 | 19.28 USD | |
| 10 Mar 2021 | PURCHASE | NUVEEN NEW YORK AMT-FREE QUALITY MUNICIPAL INCOME FUND | 8,568 | 13.48 USD | |
| 06 Nov 2020 | PURCHASE | Nuveen Churchill Direct Lending Corp. | 11,015 | 18.71 USD | |
| 26 Nov 2019 | PURCHASE | NUVEEN NEW YORK AMT-FREE QUALITY MUNICIPAL INCOME FUND | 36,194 | 13.34 USD | |
| 18 Dec 2008 | SALE | SONIC CORP | 549 | 12.30 USD | |
| 18 Dec 2008 | SALE | SONIC CORP | 26,451 | 12.30 USD | |
| 18 Dec 2008 | EXERCISE | SONIC CORP | 27,000 | 10.97 USD | |
| 19 Dec 2008 | SALE | SONIC CORP | 10,000 | 12.40 USD | |
| 19 Dec 2008 | EXERCISE | SONIC CORP | 10,000 | 10.97 USD | |
| 19 Dec 2008 | EXERCISE | SONIC CORP | 10,000 | 0.00 USD | deriv |
| 18 Dec 2008 | EXERCISE | SONIC CORP | 27,000 | 0.00 USD | deriv |
| 10 Jan 2008 | GRANT_AWARD | SONIC CORP | 4,496 | 22.24 USD | deriv |
| 10 Jan 2008 | GRANT_AWARD | SONIC CORP | 57,944 | 22.24 USD | deriv |