Creative Planning’s NUVEEN CALIF QUAL INCM MUNI FD NUC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2014 Q2	–	Sell	-9,071	Closed	-$134K	–	3988
2014 Q1	$134K	Hold	9,071	–	–	﹤0.01%	1211
2013 Q4	$130K	Buy	9,071 +2,967	+49%	+$42.5K	﹤0.01%	1059
2013 Q3	$87K	Buy	6,104 +5,003	+454%	+$71.3K	﹤0.01%	1199
2013 Q2	$17K	Buy	+1,101	New	+$17K	﹤0.01%	2038