Creative Planning’s NUVEEN EQUITY PREMIUM ADVANTAGE FUND JLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-2,500
| Closed | -$33K | – | 4363 |
|
|
2014
Q3 | $33K | Sell |
2,500
-591
| -19% | -$7.8K | ﹤0.01% | 2181 |
|
|
2014
Q2 | $41K | Buy |
3,091
+591
| +24% | +$7.84K | ﹤0.01% | 1990 |
|
|
2014
Q1 | $32K | Hold |
2,500
| – | – | ﹤0.01% | 2094 |
|
|
2013
Q4 | $32K | Sell |
2,500
-300
| -11% | -$3.84K | ﹤0.01% | 1917 |
|
|
2013
Q3 | $34K | Buy |
2,800
+300
| +12% | +$3.64K | ﹤0.01% | 1766 |
|
|
2013
Q2 | $31K | Buy |
+2,500
| New | +$31K | ﹤0.01% | 1669 |
|