Doliver Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-34,181
| Closed | -$465K | – | 291 |
|
|
2015
Q2 | $465K | Buy |
34,181
+21,241
| +164% | +$289K | 0.31% | 109 |
|
|
2015
Q1 | $187K | Buy |
+12,940
| New | +$187K | 0.12% | 210 |
|
|
2014
Q4 | – | Sell |
-33,430
| Closed | -$463K | – | 315 |
|
|
2014
Q3 | $463K | Buy |
+33,430
| New | +$463K | 0.32% | 118 |
|
|
2014
Q1 | – | Sell |
-51,332
| Closed | -$648K | – | 272 |
|
|
2013
Q4 | $648K | Buy |
+51,332
| New | +$648K | 0.41% | 95 |
|
|
2013
Q3 | – | Sell |
-39,689
| Closed | -$546K | – | 395 |
|
|
2013
Q2 | $546K | Buy |
+39,689
| New | +$546K | 0.32% | 123 |
|