Creative Planning’s NUVEEN DIV ADV MUNI FD-2 NXZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-4,369
| Closed | -$65K | – | 4544 |
|
|
2016
Q1 | $65K | Buy |
4,369
+1,518
| +53% | +$22.6K | ﹤0.01% | 1905 |
|
|
2015
Q4 | $40K | Hold |
2,851
| – | – | ﹤0.01% | 2283 |
|
|
2015
Q3 | $39K | Buy |
+2,851
| New | +$39K | ﹤0.01% | 2224 |
|
|
2015
Q2 | – | Sell |
-2,851
| Closed | -$40K | – | 3740 |
|
|
2015
Q1 | $40K | Hold |
2,851
| – | – | ﹤0.01% | 2173 |
|
|
2014
Q4 | $40K | Sell |
2,851
-205
| -7% | -$2.88K | ﹤0.01% | 2145 |
|
|
2014
Q3 | $43K | Hold |
3,056
| – | – | ﹤0.01% | 2011 |
|
|
2014
Q2 | $42K | Hold |
3,056
| – | – | ﹤0.01% | 1970 |
|
|
2014
Q1 | $41K | Hold |
3,056
| – | – | ﹤0.01% | 1926 |
|
|
2013
Q4 | $39K | Hold |
3,056
| – | – | ﹤0.01% | 1770 |
|
|
2013
Q3 | $40K | Buy |
3,056
+1
| +0% | +$13 | ﹤0.01% | 1657 |
|
|
2013
Q2 | $43K | Buy |
+3,055
| New | +$43K | ﹤0.01% | 1465 |
|