LPL Financial’s Nuveen Flexible Invstment Fd JPW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-20,041
| Closed | -$343K | – | 3090 |
|
|
2017
Q1 | $343K | Buy |
20,041
+8,990
| +81% | +$154K | ﹤0.01% | 2106 |
|
|
2016
Q4 | $185K | Buy |
11,051
+25
| +0.2% | +$419 | ﹤0.01% | 2500 |
|
|
2016
Q3 | $189K | Sell |
11,026
-727
| -6% | -$12.5K | ﹤0.01% | 2413 |
|
|
2016
Q2 | $189K | Sell |
11,753
-7,827
| -40% | -$126K | ﹤0.01% | 2402 |
|
|
2016
Q1 | $299K | Buy |
19,580
+5,468
| +39% | +$83.5K | ﹤0.01% | 2513 |
|
|
2015
Q4 | $210K | Buy |
+14,112
| New | +$210K | ﹤0.01% | 2790 |
|