| HORIZON | TRADES | WIN RATE | INSIDER RETURN | SPY RETURN | MEAN EXCESS | MEDIAN EXCESS | T-STAT |
|---|---|---|---|---|---|---|---|
| 7d | 8 | +37.50% | +0.16% | +0.09% | +0.07% | +0.14% | — |
| 14d | 8 | +25.00% | -1.53% | -0.70% | -0.84% | -1.06% | — |
| 30d | 8 | +25.00% | -2.94% | -0.25% | -2.69% | -3.85% | — |
| 60d | 8 | +25.00% | -5.04% | +0.35% | -5.40% | -4.50% | — |
| 90d | 8 | +12.50% | -3.70% | +1.32% | -5.02% | -4.53% | — |
| 180d | 8 | +50.00% | -4.02% | +6.82% | -10.84% | -10.51% | — |
| 1y | 8 | +62.50% | +0.05% | +17.91% | -18.16% | -15.91% | — |
| 2y | 8(2 pending) | +33.33% | -3.06% | +37.76% | -40.82% | -48.59% | — |
| COMPANY | TYPE | SHARES | PRICE | VALUE | HELD AFTER | TRADE DATE | FILED | DETAILS |
|---|---|---|---|---|---|---|---|---|
| NMZ NUVEEN MUNICIPAL HIGH INCOME OPPORTUNITY FUND | SALE | 1,812 | $10.37 | $18.8K | 3,788 | Jun 22, 2026 | Jun 29, 2026 ↗ | View → |
| NMZ NUVEEN MUNICIPAL HIGH INCOME OPPORTUNITY FUND | SALE | 1,100 | $10.35 | $11.4K | 736 | Jun 22, 2026 | Jun 29, 2026 ↗ | View → |
| JRS NUVEEN REAL ESTATE INCOME FUND | SALE | 1,037 | $7.86 | $8.2K | 0 | Jun 3, 2025 | Jun 4, 2025 ↗ | View → |
| JFR NUVEEN FLOATING RATE INCOME FUND | PURCHASE | 6,903.2 | $8.20 | $56.6K | 34,516.2 | Feb 25, 2025 | Feb 27, 2025 ↗ | View → |
| JFR NUVEEN FLOATING RATE INCOME FUND | SALE | 34,516 | — | — | 0 | Feb 25, 2025 | Feb 27, 2025 ↗ | View → |
| JFR NUVEEN FLOATING RATE INCOME FUND | SALE | 20,000 | $8.77 | $175.4K | 13,400 | Oct 1, 2024 | Oct 2, 2024 ↗ | View → |
| JFR NUVEEN FLOATING RATE INCOME FUND | PURCHASE | 2,200 | $8.19 | $18.0K | 30,400 | Sep 6, 2023 | Sep 8, 2023 ↗ | View → |
| NMZ NUVEEN MUNICIPAL HIGH INCOME OPPORTUNITY FUND | PURCHASE | 800 | $10.40 | $8.3K | 800 | Aug 10, 2023 | Aug 10, 2023 ↗ | View → |
| NMZ NUVEEN MUNICIPAL HIGH INCOME OPPORTUNITY FUND | PURCHASE | 4,100 | $10.38 | $42.6K | 5,600 | Aug 10, 2023 | Aug 10, 2023 ↗ | View → |
| JFR NUVEEN FLOATING RATE INCOME FUND | PURCHASE | 3,000 | — | — | 3,000 | Jul 31, 2023 | Aug 2, 2023 ↗ | View → |
| NMZ NUVEEN MUNICIPAL HIGH INCOME OPPORTUNITY FUND | PURCHASE | 1,500 | $12.33 | $18.5K | 1,500 | May 26, 2022 | May 26, 2022 ↗ | View → |
| JRS NUVEEN REAL ESTATE INCOME FUND | PURCHASE | 800 | $11.99 | $9.6K | 800 | Apr 4, 2022 | Apr 6, 2022 ↗ | View → |
| JFR NUVEEN FLOATING RATE INCOME FUND | PURCHASE | 3,000 | $7.87 | $23.6K | 28,200 | Jun 11, 2020 | Jun 15, 2020 ↗ | View → |