Integrated Wealth Management’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 |
-2,500
| Closed | -$38K | – | 1240 |
|
|
2016
Q3 | $38K | Hold |
2,500
| – | – | 0.01% | 464 |
|
|
2016
Q2 | $40K | Hold |
2,500
| – | – | 0.02% | 448 |
|
|
2016
Q1 | $38K | Hold |
2,500
| – | – | 0.02% | 425 |
|
|
2015
Q4 | $35K | Hold |
2,500
| – | – | 0.02% | 460 |
|
|
2015
Q3 | $34K | Hold |
2,500
| – | – | 0.01% | 456 |
|
|
2015
Q2 | $32K | Hold |
2,500
| – | – | 0.01% | 482 |
|
|
2015
Q1 | $34K | Buy |
+2,500
| New | +$34K | 0.01% | 455 |
|