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 Global High Income Fund | 32,951 | reported | 28 Nov 2025 | tx 5+37,070−32,952 |
| Nuveen Quality Municipal Income Fund | 32,727 | reported | 02 Jul 2024 | tx 2+32,727 |
| Nuveen Municipal Credit Income Fund | 16,131 | reported | 02 Jul 2024 | tx 2+16,131−14,999 |
| NUVEEN OHIO QUALITY INCOME MUNICIPAL FUND INC | 14,060 | reported | 06 Jun 2022 | tx 1+14,060 |
| Nuveen AMT-Free Municipal Value Fund | 6,490 | reported | 14 Jan 2019 | tx 1+6,490 |
| NUVEEN MUNICIPAL INCOME FUND INC | 0 | reported | 02 Jun 2022 | tx 2+9,582−9,582 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 28 Nov 2025 | EXERCISE | Nuveen Global High Income Fund | 16,476 | 12.84 USD | |
| 28 Nov 2025 | EXERCISE | Nuveen Global High Income Fund | 16,476 | 0.00 USD | deriv |
| 02 Jul 2024 | PURCHASE | Nuveen Municipal Credit Income Fund | 16,131 | 12.40 USD | |
| 02 Jul 2024 | PURCHASE | Nuveen Quality Municipal Income Fund | 16,977 | 11.78 USD | |
| 22 Jan 2024 | PURCHASE | Nuveen Global High Income Fund | 16,475 | 12.13 USD | |
| 17 Nov 2023 | PURCHASE | Nuveen Quality Municipal Income Fund | 15,750 | 10.73 USD | first after silence |
| 17 Nov 2023 | SALE | Nuveen Municipal Credit Income Fund | 14,999 | 11.18 USD | |
| 06 Jun 2022 | PURCHASE | NUVEEN OHIO QUALITY INCOME MUNICIPAL FUND INC | 14,060 | 13.14 USD | first after silence |
| 02 Jun 2022 | SALE | NUVEEN MUNICIPAL INCOME FUND INC | 9,582 | 9.65 USD | |
| 14 Jan 2019 | PURCHASE | Nuveen AMT-Free Municipal Value Fund | 6,490 | 15.41 USD | |
| 14 Jan 2019 | PURCHASE | NUVEEN MUNICIPAL INCOME FUND INC | 9,582 | 10.44 USD |
2 purchases reported after at least 12 months of silence — most recent on 17 Nov 2023.