Skip to content
Insider tapeFilings through Fri, Oct 9
Watchlist

Purchase track record

Market-like. Based on 9 purchases with a full 90 days of price history.

50
Avg. 90-day return+2.7%
vs. S&P 500-0.1%
Beat the market44%
Paper profit on buys−$44K
Total bought / sold$319K / $318K

Reported trades

Filed Stock Type Shares Price Value Since
Jul 20SEC PMMPutnam Managed Municipal Income Trust Buy 437new position $6.54 $3K -10.9%
Jul 20SEC PMMPutnam Managed Municipal Income Trust Sell 437 $6.54 $3K -10.9%
May 22SEC NBHNeuberger Municipal Fund Inc. Buy 3,200new position $10.26 $33K -13.4%
May 22SEC NBHNeuberger Municipal Fund Inc. Sell 2,0001,200 held (−62%) $10.11 $20K -12.1%
May 22SEC NBHNeuberger Municipal Fund Inc. Sell 1,200 $10.11 $12K -12.1%
May 21SEC NANNuveen New York Quality Municipal Income Fund Buy 3,000new position $11.28 $34K -14.5%
May 21SEC NANNuveen New York Quality Municipal Income Fund Sell 3,000 $11.38 $34K -15.2%
Apr 6SEC VKIInvesco Advantage Municipal Income Trust II Buy 3,359new position $8.68 $29K -10.4%
Apr 6SEC VKIInvesco Advantage Municipal Income Trust II Sell 3,359 $8.68 $29K -10.4%
Mar 23SEC PMOPutnam Municipal Opportunities Trust Buy 50new position $10.57 $528 -10.9%
Mar 23SEC PMOPutnam Municipal Opportunities Trust Sell 50 $10.53 $526 -10.5%
Feb 19SEC NMCONuveen Municipal Credit Opportunities Fund Buy 1,400new position $10.75 $15K -19.1%
Feb 19SEC NMCONuveen Municipal Credit Opportunities Fund Sell 1,400 $10.74 $15K -19.0%
Jan 28SEC NZFNuveen Municipal Credit Income Fund Buy 343new position $12.55 $4K -13.5%
Jan 28SEC NZFNuveen Municipal Credit Income Fund Sell 343 $12.25 $4K -11.3%
Jan 5SEC NZFNuveen Municipal Credit Income Fund Buy 6,075new position $12.61 $77K -13.9%
Jan 5SEC NZFNuveen Municipal Credit Income Fund Sell 6,075 $12.52 $76K -13.3%
Dec 30SEC NMCONuveen Municipal Credit Opportunities Fund Buy 1,500new position $10.20 $15K -14.7%
Dec 30SEC NMCONuveen Municipal Credit Opportunities Fund Sell 1,500 $10.21 $15K -14.8%
Dec 10SEC NANNuveen New York Quality Municipal Income Fund Buy 1,000new position $11.53 $12K -16.3%
Dec 10SEC NANNuveen New York Quality Municipal Income Fund Sell 1,000 $11.46 $11K -15.8%
Nov 20SEC BMNBlackRock 2037 Municipal Target Term Trust Sell 1,164 $24.56 $29K -10.4%
Nov 18SEC BMNBlackRock 2037 Municipal Target Term Trust Buy 1,164new position $24.76 $29K -11.1%
Oct 14SEC NMZNuveen Municipal High Income Opportunity Fund Buy 6,440new position $10.56 $68K -13.9%
Oct 14SEC NMZNuveen Municipal High Income Opportunity Fund Sell 6,440 $10.64 $69K -14.6%
  • Buy

    10% Owner Bank Of America Corp /De/ bought $3K of PMM at $6.54 — first open-market purchase in our records; opens a new position.

  • Buy

    10% Owner Bank Of America Corp /De/ bought $33K of NBH at $10.26 — first open-market purchase in our records; opens a new position.

  • Sell

    10% Owner Bank Of America Corp /De/ sold $20K of NBH at $10.11 — cuts the stake by 62%.

  • Buy

    10% Owner Bank Of America Corp /De/ bought $34K of NAN at $11.28 — largest purchase by this insider in our records; opens a new position.

  • Buy

    10% Owner Bank Of America Corp /De/ bought $29K of VKI at $8.68 — first open-market purchase in our records; opens a new position.

  • Buy

    10% Owner Bank Of America Corp /De/ bought $528 of PMO at $10.57 — first open-market purchase in our records; opens a new position.