LPL Financial’s NUVEEN CALIF SELECT QUAL MUNI NVC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q2 | – | Sell |
-75,813
| Closed | -$1.1M | – | 2818 |
|
|
2014
Q1 | $1.1M | Buy |
75,813
+767
| +1% | +$11.1K | 0.01% | 1207 |
|
|
2013
Q4 | $1.03M | Buy |
75,046
+5,868
| +8% | +$80.8K | 0.01% | 1231 |
|
|
2013
Q3 | $953K | Sell |
69,178
-23,307
| -25% | -$321K | 0.01% | 1210 |
|
|
2013
Q2 | $1.4M | Buy |
+92,485
| New | +$1.4M | 0.01% | 924 |
|