Creative Planning’s Nuveen Calif Div Muni NVX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2014
Q3
Sell
-6,000
Closed -$84K 4097
2014
Q2
$84K Buy
6,000
+3,700
+161% +$51.8K ﹤0.01% 1537
2014
Q1
$31K Sell
2,300
-6,000
-72% -$80.9K ﹤0.01% 2112
2013
Q4
$105K Buy
+8,300
New +$105K ﹤0.01% 1172