CLA (CliftonLarsonAllen) Wealth Advisors’s NUVEEN MUNICIPAL OPPORTUNITY FUND INC NIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-31,266
| Closed | -$460K | – | 108 |
|
|
2016
Q1 | $460K | Hold |
31,266
| – | – | 0.07% | 92 |
|
|
2015
Q4 | $448K | Hold |
31,266
| – | – | 0.08% | 102 |
|
|
2015
Q3 | $441K | Hold |
31,266
| – | – | 0.08% | 103 |
|
|
2015
Q2 | $426K | Hold |
31,266
| – | – | 0.09% | 119 |
|
|
2015
Q1 | $459K | Hold |
31,266
| – | – | 0.1% | 81 |
|
|
2014
Q4 | $459K | Sell |
31,266
-2,945
| -9% | -$43.2K | 0.1% | 74 |
|
|
2014
Q3 | $488K | Hold |
34,211
| – | – | 0.1% | 69 |
|
|
2014
Q2 | $483K | Hold |
34,211
| – | – | 0.1% | 72 |
|
|
2014
Q1 | $471K | Buy |
+34,211
| New | +$471K | 0.1% | 71 |
|