LPL Financial’s NUVEEN CALIF INVT QUAL MUNI FD NQC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2014
Q2 | – | Sell |
-44,437
| Closed | -$618K | – | 2817 |
|
2014
Q1 | $618K | Buy |
44,437
+1,886
| +4% | +$26.2K | ﹤0.01% | 1576 |
|
2013
Q4 | $561K | Buy |
42,551
+3,133
| +8% | +$41.3K | ﹤0.01% | 1656 |
|
2013
Q3 | $514K | Buy |
39,418
+392
| +1% | +$5.11K | ﹤0.01% | 1645 |
|
2013
Q2 | $556K | Buy |
+39,026
| New | +$556K | ﹤0.01% | 1501 |
|