Creative Planning’s NUVEEN CALIF SELECT QUAL MUNI NVC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2014 Q2	–	Sell	-8,062	Closed	-$117K	–	3989
2014 Q1	$117K	Hold	8,062	–	–	﹤0.01%	1300
2013 Q4	$111K	Buy	8,062 +3,062	+61%	+$42.2K	﹤0.01%	1145
2013 Q3	$70K	Buy	+5,000	New	+$70K	﹤0.01%	1329