| HORIZON | TRADES | WIN RATE | INSIDER RETURN | SPY RETURN | MEAN EXCESS | MEDIAN EXCESS | T-STAT |
|---|---|---|---|---|---|---|---|
| 7d | 9 | +55.56% | +0.84% | +0.42% | +0.42% | +0.97% | — |
| 14d | 9 | +44.44% | +1.07% | +1.19% | -0.12% | -0.35% | — |
| 30d | 9 | +44.44% | +1.47% | +1.91% | -0.44% | -0.56% | — |
| 60d | 9 | +55.56% | +1.31% | +3.71% | -2.40% | -1.97% | — |
| 90d | 9 | +66.67% | +0.54% | +3.19% | -2.66% | -3.70% | — |
| 180d | 9 | +77.78% | +1.30% | +5.88% | -4.58% | -8.51% | — |
| 1y | 9 | +77.78% | -4.21% | +0.35% | -4.57% | -5.23% | — |
| 2y | 9 | +88.89% | -12.54% | +8.96% | -21.50% | -31.96% | — |
| COMPANY | TYPE | SHARES | PRICE | VALUE | HELD AFTER | TRADE DATE | FILED | DETAILS |
|---|---|---|---|---|---|---|---|---|
| JLS NUVEEN MORTGAGE & INCOME FUND/MA/ | PURCHASE CCO and Vice President | 1,000 | $19.12 | $19.1K | 1,000 | Feb 11, 2022 | Feb 11, 2022 ↗ | View → |
| DIAX NUVEEN DOW 30SM DYNAMIC OVERWRITE FUND | SALE CCO and Vice President | 1,000 | $17.19 | $17.2K | 0 | Nov 30, 2021 | Nov 30, 2021 ↗ | View → |
| NEA NUVEEN AMT-FREE QUALITY MUNICIPAL INCOME FUND | SALE CCO and Vice President | 1,000 | $15.97 | $16.0K | 0 | Sep 15, 2021 | Sep 15, 2021 ↗ | View → |
| NAD NUVEEN QUALITY MUNICIPAL INCOME FUND | SALE CCO and Vice President | 1,000 | $16.28 | $16.3K | 1,000 | Jul 28, 2021 | Jul 29, 2021 ↗ | View → |
| NAD NUVEEN QUALITY MUNICIPAL INCOME FUND | SALE CCO and Vice President | 1,500 | $16.27 | $24.4K | 2,000 | Jul 14, 2021 | Jul 15, 2021 ↗ | View → |
| NEA NUVEEN AMT-FREE QUALITY MUNICIPAL INCOME FUND | SALE CCO and Vice President | 2,056 | $15.54 | $32.0K | 1,000 | Jun 18, 2021 | Jun 18, 2021 ↗ | View → |
| NZF NUVEEN MUNICIPAL CREDIT INCOME FUND | SALE CCO and Vice President | 694 | $17.13 | $11.9K | 0.431 | Jun 11, 2021 | Jun 11, 2021 ↗ | View → |
| NIQ NIQ GLOBAL INTELLIGENCE PLC | SALE CCO and Vice President | 2,486 | $14.70 | $36.5K | 0 | Apr 28, 2021 | Apr 28, 2021 ↗ | View → |
| QQQX NUVEEN NASDAQ 100 DYNAMIC OVERWRITE FUND | PURCHASE Secretary | 1,000 | $14.13 | $14.1K | 1,000 | Nov 10, 2020 | Nov 11, 2020 ↗ | View → |
| QQQX NUVEEN NASDAQ 100 DYNAMIC OVERWRITE FUND | PURCHASE Secretary | 1,000 | $14.13 | $14.1K | 1,000 | Nov 10, 2020 | Nov 11, 2020 ↗ | View → |
| DIAX NUVEEN DOW 30SM DYNAMIC OVERWRITE FUND | PURCHASE Secretary | 1,000 | $14.13 | $14.1K | 1,000 | Nov 10, 2020 | Nov 12, 2020 ↗ | View → |
| NIQ NIQ GLOBAL INTELLIGENCE PLC | SALE Secretary | 514 | $14.31 | $7.4K | 2,486 | Oct 5, 2020 | Oct 13, 2020 ↗ | View → |
| NIQ NIQ GLOBAL INTELLIGENCE PLC | SALE Secretary | 1,686 | $14.14 | $23.8K | 3,000 | Jan 21, 2020 | Jan 22, 2020 ↗ | View → |