Tradewinds Capital Management’s Nuveen Calif Div Muni NVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-12,000
| Closed | -$200K | – | 723 |
|
|
2016
Q2 | $200K | Sell |
12,000
-7,600
| -39% | -$127K | 0.14% | 92 |
|
|
2016
Q1 | $309K | Hold |
19,600
| – | – | 0.21% | 87 |
|
|
2015
Q4 | $300K | Hold |
19,600
| – | – | 0.22% | 84 |
|
|
2015
Q3 | $293K | Hold |
19,600
| – | – | 0.23% | 82 |
|
|
2015
Q2 | $267K | Hold |
19,600
| – | – | 0.19% | 88 |
|
|
2015
Q1 | $283K | Hold |
19,600
| – | – | 0.21% | 85 |
|
|
2014
Q4 | $281K | Hold |
19,600
| – | – | 0.2% | 86 |
|
|
2014
Q3 | $271K | Hold |
19,600
| – | – | 0.21% | 84 |
|
|
2014
Q2 | $274K | Hold |
19,600
| – | – | 0.21% | 88 |
|
|
2014
Q1 | $268K | Hold |
19,600
| – | – | 0.22% | 89 |
|
|
2013
Q4 | $248K | Buy |
+19,600
| New | +$248K | 0.2% | 95 |
|