Creative Planning’s NUVEEN NJ INVT QUALITY MUNI FD NQJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-2,459
| Closed | -$33K | – | 4387 |
|
|
2014
Q3 | $33K | Sell |
2,459
-16,000
| -87% | -$215K | ﹤0.01% | 2182 |
|
|
2014
Q2 | $253K | Buy |
18,459
+10,000
| +118% | +$137K | ﹤0.01% | 920 |
|
|
2014
Q1 | $112K | Buy |
8,459
+6,000
| +244% | +$79.4K | ﹤0.01% | 1338 |
|
|
2013
Q4 | $32K | Hold |
2,459
| – | – | ﹤0.01% | 1918 |
|
|
2013
Q3 | $32K | Hold |
2,459
| – | – | ﹤0.01% | 1816 |
|
|
2013
Q2 | $34K | Buy |
+2,459
| New | +$34K | ﹤0.01% | 1611 |
|