Creative Planning’s NUVEEN MUNI MARKET OPPORT FUND NMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-19,538
| Closed | -$295K | – | 4742 |
|
|
2016
Q2 | $295K | Buy |
19,538
+4,662
| +31% | +$70.4K | ﹤0.01% | 1053 |
|
|
2016
Q1 | $212K | Buy |
14,876
+8,129
| +120% | +$116K | ﹤0.01% | 1176 |
|
|
2015
Q4 | $93K | Buy |
6,747
+5,739
| +569% | +$79.1K | ﹤0.01% | 1663 |
|
|
2015
Q3 | $13K | Buy |
+1,008
| New | +$13K | ﹤0.01% | 3031 |
|
|
2015
Q1 | – | Sell |
-800
| Closed | -$11K | – | 4505 |
|
|
2014
Q4 | $11K | Buy |
+800
| New | +$11K | ﹤0.01% | 3059 |
|
|
2014
Q2 | – | Sell |
-667
| Closed | -$9K | – | 4043 |
|
|
2014
Q1 | $9K | Sell |
667
-300
| -31% | -$4.05K | ﹤0.01% | 2783 |
|
|
2013
Q4 | $12K | Buy |
967
+300
| +45% | +$3.72K | ﹤0.01% | 2505 |
|
|
2013
Q3 | $8K | Hold |
667
| – | – | ﹤0.01% | 2592 |
|
|
2013
Q2 | $9K | Buy |
+667
| New | +$9K | ﹤0.01% | 2341 |
|