Creative Planning’s Nuance Communications, Inc. NUAN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-18,389	Closed	-$802K	–	2732
2021 Q1	$802K	Buy	18,389 +12,084	+192%	+$555K	﹤0.01%	1161
2020 Q4	$278K	Sell	6,305 -990	-14%	-$37.5K	﹤0.01%	1677
2020 Q3	$242K	Buy	+7,295	New	+$212K	﹤0.01%	1569
2018 Q3	–	Sell	-20,387	Closed	-$245K	–	2201
2018 Q2	$245K	Buy	20,387 +3,387	+20%	+$42K	﹤0.01%	1499
2018 Q1	$232K	Sell	17,000 -839	-5%	-$12.3K	﹤0.01%	1506
2017 Q4	$253K	Sell	17,839 -13,070	-42%	-$176K	﹤0.01%	1450
2017 Q3	$421K	Buy	30,909 +89	+0.3%	+$1.27K	﹤0.01%	1131
2017 Q2	$465K	Buy	30,820 +628	+2%	+$9.85K	﹤0.01%	1050
2017 Q1	$452K	Sell	30,192 -2,347	-7%	-$33.4K	﹤0.01%	1037
2016 Q4	$420K	Sell	32,539 -4,009	-11%	-$51.6K	﹤0.01%	1014
2016 Q3	$459K	Sell	36,548 -7,784	-18%	-$102K	﹤0.01%	938
2016 Q2	$600K	Buy	44,332 +8,314	+23%	+$124K	﹤0.01%	701
2016 Q1	$583K	Sell	36,018 -6,127	-15%	-$99K	﹤0.01%	694
2015 Q4	$726K	Buy	42,145 +6,774	+19%	+$110K	0.01%	611
2015 Q3	$501K	Sell	35,371 -588	-2%	-$8.79K	﹤0.01%	745
2015 Q2	$545K	Buy	35,959 +220	+0.6%	+$3.1K	﹤0.01%	642
2015 Q1	$444K	Buy	35,739 +635	+2%	+$7.66K	﹤0.01%	790
2014 Q4	$434K	Buy	35,104 +19,547	+126%	+$251K	﹤0.01%	757
2014 Q3	$208K	Buy	15,557 +2,231	+17%	+$33.1K	﹤0.01%	1039
2014 Q2	$217K	Sell	13,326 -9,157	-41%	-$133K	﹤0.01%	987
2014 Q1	$334K	Sell	22,483 -231	-1%	-$3.1K	0.01%	778
2013 Q4	$299K	Buy	22,714 +10,934	+93%	+$150K	0.01%	681
2013 Q3	$191K	Buy	11,780 +1,075	+10%	+$17.8K	﹤0.01%	793
2013 Q2	$171K	Buy	+10,705	New	+$182K	﹤0.01%	739