IFP Advisors’s Nuveen Calif Div Muni NVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-47,393
| Closed | -$780K | – | 4273 |
|
|
2016
Q3 | $780K | Buy |
47,393
+3,169
| +7% | +$52.2K | 0.04% | 423 |
|
|
2016
Q2 | $739K | Buy |
+44,224
| New | +$739K | 0.04% | 427 |
|
|
2016
Q1 | – | Sell |
-40,728
| Closed | -$624K | – | 4149 |
|
|
2015
Q4 | $624K | Buy |
+40,728
| New | +$624K | 0.04% | 431 |
|