| HORIZON | TRADES | WIN RATE | INSIDER RETURN | SPY RETURN | MEAN EXCESS | MEDIAN EXCESS | T-STAT |
|---|---|---|---|---|---|---|---|
| 7d | 8 | +12.50% | -1.34% | +0.46% | -1.81% | -1.41% | — |
| 14d | 8 | +25.00% | -1.07% | +1.00% | -2.06% | -2.55% | — |
| 30d | 8 | +50.00% | +0.64% | +1.73% | -1.09% | -0.56% | — |
| 60d | 8 | +62.50% | +2.92% | +4.27% | -1.35% | -1.77% | — |
| 90d | 8 | +50.00% | +2.48% | +5.49% | -3.01% | -2.76% | — |
| 180d | 8 | +62.50% | +1.26% | +6.80% | -5.54% | -4.72% | — |
| 1y | 8 | +37.50% | -1.14% | +12.36% | -13.51% | -13.61% | — |
| 2y | 8 | +37.50% | -1.21% | +37.98% | -39.19% | -47.67% | — |
| COMPANY | TYPE | SHARES | PRICE | VALUE | HELD AFTER | TRADE DATE | FILED | DETAILS |
|---|---|---|---|---|---|---|---|---|
| JPC NUVEEN PREFERRED & INCOME OPPORTUNITIES FUND | PURCHASE Vice President | 7,900 | $7.19 | $56.8K | 7,900 | Mar 11, 2024 | Mar 11, 2024 ↗ | View → |
| JFR NUVEEN FLOATING RATE INCOME FUND | PURCHASE Vice President | 6,600 | $8.67 | $57.2K | 6,600 | Mar 11, 2024 | Mar 11, 2024 ↗ | View → |
| JFR NUVEEN FLOATING RATE INCOME FUND | PURCHASE Vice President | 5,844 | $8.67 | $50.7K | 5,844 | Mar 11, 2024 | Mar 11, 2024 ↗ | View → |
| NRK NUVEEN NEW YORK AMT-FREE QUALITY MUNICIPAL INCOME FUND | PURCHASE Vice President | 42,174 | $10.68 | $450.5K | 42,174 | Dec 1, 2022 | Dec 2, 2022 ↗ | View → |
| NRK NUVEEN NEW YORK AMT-FREE QUALITY MUNICIPAL INCOME FUND | SALE Vice President | 42,639 | $9.87 | $420.8K | 0 | Oct 13, 2022 | Oct 13, 2022 ↗ | View → |
| NRK NUVEEN NEW YORK AMT-FREE QUALITY MUNICIPAL INCOME FUND | PURCHASE Vice President | 42,639 | $11.23 | $478.9K | 42,639 | Jun 13, 2022 | Jun 14, 2022 ↗ | View → |
| NRK NUVEEN NEW YORK AMT-FREE QUALITY MUNICIPAL INCOME FUND | SALE Vice President | 44,762 | $10.88 | $487.1K | 0 | May 10, 2022 | May 11, 2022 ↗ | View → |
| NRK NUVEEN NEW YORK AMT-FREE QUALITY MUNICIPAL INCOME FUND | PURCHASE Vice President | 8,568 | $13.48 | $115.5K | 44,762 | Mar 10, 2021 | Mar 10, 2021 ↗ | View → |