Creative Planning’s Nuveen New Jersey Quality Municipal Income Fund NXJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-358
| Closed | -$5K | – | 3027 |
|
|
2017
Q2 | $5K | Hold |
358
| – | – | ﹤0.01% | 3937 |
|
|
2017
Q1 | $5K | Sell |
358
-481
| -57% | -$6.72K | ﹤0.01% | 3903 |
|
|
2016
Q4 | $11K | Sell |
839
-2,555
| -75% | -$33.5K | ﹤0.01% | 3437 |
|
|
2016
Q3 | $50K | Buy |
3,394
+1,976
| +139% | +$29.1K | ﹤0.01% | 2345 |
|
|
2016
Q2 | $22K | Buy |
1,418
+246
| +21% | +$3.82K | ﹤0.01% | 2699 |
|
|
2016
Q1 | $17K | Buy |
1,172
+333
| +40% | +$4.83K | ﹤0.01% | 2851 |
|
|
2015
Q4 | $11K | Hold |
839
| – | – | ﹤0.01% | 3203 |
|
|
2015
Q3 | $11K | Buy |
+839
| New | +$11K | ﹤0.01% | 3122 |
|
|
2015
Q2 | – | Sell |
-1,823
| Closed | -$25K | – | 2278 |
|
|
2015
Q1 | $25K | Hold |
1,823
| – | – | ﹤0.01% | 2537 |
|
|
2014
Q4 | $25K | Buy |
+1,823
| New | +$25K | ﹤0.01% | 2473 |
|