Creative Planning’s NUVEEN MUNI ADVANTAGE FUND NMA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-6,979
| Closed | -$100K | – | 4546 |
|
|
2016
Q1 | $100K | Buy |
6,979
+3,756
| +117% | +$53.8K | ﹤0.01% | 1632 |
|
|
2015
Q4 | $45K | Hold |
3,223
| – | – | ﹤0.01% | 2177 |
|
|
2015
Q3 | $43K | Buy |
+3,223
| New | +$43K | ﹤0.01% | 2138 |
|
|
2015
Q2 | – | Sell |
-3,223
| Closed | -$44K | – | 3741 |
|
|
2015
Q1 | $44K | Hold |
3,223
| – | – | ﹤0.01% | 2094 |
|
|
2014
Q4 | $44K | Sell |
3,223
-4,371
| -58% | -$59.7K | ﹤0.01% | 2081 |
|
|
2014
Q3 | $102K | Hold |
7,594
| – | – | ﹤0.01% | 1457 |
|
|
2014
Q2 | $102K | Hold |
7,594
| – | – | ﹤0.01% | 1407 |
|
|
2014
Q1 | $99K | Buy |
7,594
+3,223
| +74% | +$42K | ﹤0.01% | 1402 |
|
|
2013
Q4 | $53K | Sell |
4,371
-5
| -0.1% | -$61 | ﹤0.01% | 1576 |
|
|
2013
Q3 | $55K | Sell |
4,376
-662
| -13% | -$8.32K | ﹤0.01% | 1457 |
|
|
2013
Q2 | $68K | Buy |
+5,038
| New | +$68K | ﹤0.01% | 1207 |
|