IFP Advisors’s Nuveen Calif Div NZH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-40,712
| Closed | -$625K | – | 4272 |
|
|
2016
Q3 | $625K | Buy |
40,712
+219
| +0.5% | +$3.36K | 0.03% | 484 |
|
|
2016
Q2 | $643K | Buy |
+40,493
| New | +$643K | 0.04% | 467 |
|
|
2016
Q1 | – | Sell |
-37,296
| Closed | -$528K | – | 4148 |
|
|
2015
Q4 | $528K | Buy |
+37,296
| New | +$528K | 0.04% | 485 |
|