Creative Planning’s NUVEEN ALL CAP ENERGY MLP OPPORTUNITIES FUND JMLP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q3 | – | Sell |
-5,500
| Closed | -$51K | – | 4091 |
|
2017
Q2 | $51K | Hold |
5,500
| – | – | ﹤0.01% | 2486 |
|
2017
Q1 | $58K | Hold |
5,500
| – | – | ﹤0.01% | 2357 |
|
2016
Q4 | $55K | Sell |
5,500
-130
| -2% | -$1.3K | ﹤0.01% | 2308 |
|
2016
Q3 | $55K | Buy |
5,630
+130
| +2% | +$1.27K | ﹤0.01% | 2277 |
|
2016
Q2 | $51K | Hold |
5,500
| – | – | ﹤0.01% | 2118 |
|
2016
Q1 | $37K | Hold |
5,500
| – | – | ﹤0.01% | 2304 |
|
2015
Q4 | $38K | Hold |
5,500
| – | – | ﹤0.01% | 2324 |
|
2015
Q3 | $54K | Buy |
+5,500
| New | +$54K | ﹤0.01% | 1981 |
|