Creative Planning’s NUVEEN QUALITY PFD INCOME FD JTP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
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|
2016
Q1 | $50K | Buy |
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|
2015
Q4 | $50K | Sell |
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|
2015
Q3 | $72K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $113K | Sell |
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|
2014
Q4 | $122K | Buy |
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|
2014
Q3 | $17K | Sell |
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|
2014
Q2 | $30K | Buy |
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|
2014
Q1 | $22K | Buy |
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|
2013
Q4 | $2K | Sell |
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|
2013
Q3 | $4K | Sell |
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|
2013
Q2 | $27K | Buy |
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