Creative Planning’s NUVEEN GLOBAL EQUITY INCOME FUND JGV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-189
| Closed | -$3K | – | 4438 |
|
|
2014
Q3 | $3K | Hold |
189
| – | – | ﹤0.01% | 3519 |
|
|
2014
Q2 | $3K | Sell |
189
-900
| -83% | -$14.3K | ﹤0.01% | 3379 |
|
|
2014
Q1 | $14K | Hold |
1,089
| – | – | ﹤0.01% | 2571 |
|
|
2013
Q4 | $14K | Buy |
1,089
+189
| +21% | +$2.43K | ﹤0.01% | 2411 |
|
|
2013
Q3 | $12K | Buy |
+900
| New | +$12K | ﹤0.01% | 2393 |
|