AE Wealth Management’s Nuveen Municipal Value Fund NUV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-18,450
| Closed | -$159K | – | 1709 |
|
|
2023
Q4 | $159K | Buy |
18,450
+6,258
| +51% | +$53.9K | ﹤0.01% | 1907 |
|
|
2023
Q3 | $101K | Buy |
12,192
+207
| +2% | +$1.71K | ﹤0.01% | 1836 |
|
|
2023
Q2 | $104K | Buy |
11,985
+569
| +5% | +$4.95K | ﹤0.01% | 1799 |
|
|
2023
Q1 | $101K | Buy |
11,416
+108
| +1% | +$951 | ﹤0.01% | 1790 |
|
|
2022
Q4 | $97.2K | Sell |
11,308
-123
| -1% | -$1.06K | ﹤0.01% | 1716 |
|
|
2022
Q3 | $97K | Sell |
11,431
-332
| -3% | -$2.82K | ﹤0.01% | 1652 |
|
|
2022
Q2 | $105K | Sell |
11,763
-174
| -1% | -$1.55K | ﹤0.01% | 1637 |
|
|
2022
Q1 | $114K | Buy |
+11,937
| New | +$114K | ﹤0.01% | 1605 |
|