Creative Planning’s Nuveen Select Maturities Municipal Fund NIM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-13,682
| Closed | -$136K | – | 1943 |
|
|
2017
Q4 | $136K | Buy |
+13,682
| New | +$136K | ﹤0.01% | 1677 |
|
|
2017
Q3 | – | Sell |
-734
| Closed | -$7K | – | 2988 |
|
|
2017
Q2 | $7K | Hold |
734
| – | – | ﹤0.01% | 3782 |
|
|
2017
Q1 | $7K | Sell |
734
-8,275
| -92% | -$78.9K | ﹤0.01% | 3753 |
|
|
2016
Q4 | $88K | Buy |
9,009
+5,356
| +147% | +$52.3K | ﹤0.01% | 1942 |
|
|
2016
Q3 | $39K | Buy |
+3,653
| New | +$39K | ﹤0.01% | 2537 |
|
|
2014
Q1 | – | Sell |
-5,000
| Closed | -$48K | – | 3597 |
|
|
2013
Q4 | $48K | Buy |
+5,000
| New | +$48K | ﹤0.01% | 1632 |
|