Allworth Financial’s Nuveen Calif Div Muni NVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-5,325
| Closed | -$88K | – | 780 |
|
|
2016
Q3 | $88K | Sell |
5,325
-7
| -0.1% | -$116 | 0.01% | 161 |
|
|
2016
Q2 | $89K | Buy |
5,332
+7
| +0.1% | +$117 | 0.01% | 158 |
|
|
2016
Q1 | $84K | Hold |
5,325
| – | – | 0.01% | 163 |
|
|
2015
Q4 | $82K | Hold |
5,325
| – | – | 0.01% | 164 |
|
|
2015
Q3 | $80K | Hold |
5,325
| – | – | 0.03% | 155 |
|
|
2015
Q2 | $72K | Hold |
5,325
| – | – | 0.03% | 172 |
|
|
2015
Q1 | $77K | Hold |
5,325
| – | – | 0.03% | 167 |
|
|
2014
Q4 | $76K | Buy |
+5,325
| New | +$76K | 0.03% | 94 |
|