IFP Advisors’s Nuveen California Municipal Value Fund 2 NCB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-1,789
| Closed | -$27K | – | 3958 |
|
|
2018
Q4 | $27K | Buy |
1,789
+18
| +1% | +$272 | ﹤0.01% | 1946 |
|
|
2018
Q3 | $28K | Buy |
1,771
+18
| +1% | +$285 | ﹤0.01% | 2248 |
|
|
2018
Q2 | $28K | Buy |
1,753
+18
| +1% | +$288 | ﹤0.01% | 2254 |
|
|
2018
Q1 | $29K | Hold |
1,735
| – | – | ﹤0.01% | 2172 |
|
|
2017
Q4 | $29K | Hold |
1,735
| – | – | ﹤0.01% | 2168 |
|
|
2017
Q3 | $30K | Hold |
1,735
| – | – | ﹤0.01% | 2326 |
|
|
2017
Q2 | $31K | Hold |
1,735
| – | – | ﹤0.01% | 2287 |
|
|
2017
Q1 | $29K | Hold |
1,735
| – | – | ﹤0.01% | 2251 |
|
|
2016
Q4 | $28K | Hold |
1,735
| – | – | ﹤0.01% | 2241 |
|
|
2016
Q3 | $32K | Buy |
+1,735
| New | +$32K | ﹤0.01% | 2105 |
|