Creative Planning’s Nuveen Select Tax-Free Income Portfolio NXP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-10,520
| Closed | -$155K | – | 2907 |
|
2023
Q4 | $155K | Buy |
+10,520
| New | +$155K | ﹤0.01% | 2493 |
|
2023
Q2 | – | Sell |
-13,584
| Closed | -$194K | – | 2639 |
|
2023
Q1 | $194K | Buy |
13,584
+3
| +0% | +$43 | ﹤0.01% | 2127 |
|
2022
Q4 | $189K | Buy |
13,581
+2
| +0% | +$28 | ﹤0.01% | 2025 |
|
2022
Q3 | $177K | Sell |
13,579
-1,998
| -13% | -$26K | ﹤0.01% | 1930 |
|
2022
Q2 | $213K | Buy |
15,577
+2,292
| +17% | +$31.3K | ﹤0.01% | 1831 |
|
2022
Q1 | $192K | Buy |
13,285
+1
| +0% | +$14 | ﹤0.01% | 1897 |
|
2021
Q4 | $212K | Buy |
+13,284
| New | +$212K | ﹤0.01% | 1835 |
|
2017
Q3 | – | Sell |
-428
| Closed | -$6K | – | 3028 |
|
2017
Q2 | $6K | Hold |
428
| – | – | ﹤0.01% | 3861 |
|
2017
Q1 | $6K | Hold |
428
| – | – | ﹤0.01% | 3827 |
|
2016
Q4 | $6K | Sell |
428
-984
| -70% | -$13.8K | ﹤0.01% | 3789 |
|
2016
Q3 | $22K | Buy |
1,412
+437
| +45% | +$6.81K | ﹤0.01% | 2973 |
|
2016
Q2 | $15K | Buy |
975
+9
| +0.9% | +$138 | ﹤0.01% | 2947 |
|
2016
Q1 | $14K | Buy |
966
+6
| +0.6% | +$87 | ﹤0.01% | 2981 |
|
2015
Q4 | $14K | Buy |
+960
| New | +$14K | ﹤0.01% | 3035 |
|
2014
Q1 | – | Sell |
-700
| Closed | -$9K | – | 3601 |
|
2013
Q4 | $9K | Buy |
+700
| New | +$9K | ﹤0.01% | 2616 |
|
2013
Q3 | – | Sell |
-1,585
| Closed | -$21K | – | 3309 |
|
2013
Q2 | $21K | Buy |
+1,585
| New | +$21K | ﹤0.01% | 1904 |
|