Sequoia Financial Advisors’s NUVEEN MUNICIPAL OPPORTUNITY FUND INC NIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-102,263
| Closed | -$1.47M | – | 218 |
|
|
2015
Q4 | $1.47M | Buy |
102,263
+3,250
| +3% | +$46.6K | 0.59% | 38 |
|
|
2015
Q3 | $1.4M | Buy |
99,013
+8,062
| +9% | +$114K | 0.61% | 36 |
|
|
2015
Q2 | $1.24M | Buy |
90,951
+5,395
| +6% | +$73.4K | 0.52% | 43 |
|
|
2015
Q1 | $1.26M | Buy |
85,556
+10,120
| +13% | +$149K | 0.58% | 38 |
|
|
2014
Q4 | $1.11M | Buy |
75,436
+10,662
| +16% | +$156K | 0.76% | 32 |
|
|
2014
Q3 | $923K | Buy |
64,774
+1,233
| +2% | +$17.6K | 0.64% | 37 |
|
|
2014
Q2 | $897K | Buy |
63,541
+1,231
| +2% | +$17.4K | 0.68% | 33 |
|
|
2014
Q1 | $857K | Buy |
62,310
+27,887
| +81% | +$384K | 0.71% | 26 |
|
|
2013
Q4 | $455K | Buy |
+34,423
| New | +$455K | 0.38% | 73 |
|