Creative Planning’s NUVEEN NY PERF PLUS MUNI FD NNP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-2,208
| Closed | -$33K | – | 3889 |
|
|
2015
Q1 | $33K | Hold |
2,208
| – | – | ﹤0.01% | 2298 |
|
|
2014
Q4 | $32K | Hold |
2,208
| – | – | ﹤0.01% | 2296 |
|
|
2014
Q3 | $31K | Sell |
2,208
-52
| -2% | -$730 | ﹤0.01% | 2219 |
|
|
2014
Q2 | $33K | Buy |
2,260
+52
| +2% | +$759 | ﹤0.01% | 2141 |
|
|
2014
Q1 | $31K | Hold |
2,208
| – | – | ﹤0.01% | 2113 |
|
|
2013
Q4 | $29K | Hold |
2,208
| – | – | ﹤0.01% | 1982 |
|
|
2013
Q3 | $30K | Hold |
2,208
| – | – | ﹤0.01% | 1860 |
|
|
2013
Q2 | $32K | Buy |
+2,208
| New | +$32K | ﹤0.01% | 1652 |
|