Ladenburg Thalmann Financial Services’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 |
-18,458
| Closed | -$284K | – | 5101 |
|
|
2016
Q3 | $284K | Buy |
18,458
+50
| +0.3% | +$769 | ﹤0.01% | 1522 |
|
|
2016
Q2 | $292K | Buy |
18,408
+3,251
| +21% | +$51.6K | ﹤0.01% | 1435 |
|
|
2016
Q1 | $228K | Buy |
15,157
+1,755
| +13% | +$26.4K | ﹤0.01% | 1529 |
|
|
2015
Q4 | $190K | Buy |
13,402
+3,819
| +40% | +$54.1K | ﹤0.01% | 1617 |
|
|
2015
Q3 | $129K | Sell |
9,583
-5,000
| -34% | -$67.3K | ﹤0.01% | 1806 |
|
|
2015
Q2 | $186K | Buy |
14,583
+3,650
| +33% | +$46.6K | ﹤0.01% | 1662 |
|
|
2015
Q1 | $150K | Sell |
10,933
-5,000
| -31% | -$68.6K | ﹤0.01% | 1784 |
|
|
2014
Q4 | $216K | Buy |
+15,933
| New | +$216K | ﹤0.01% | 1369 |
|