AHL Investment Management’s Nuveen AMT-Free Municipal Value Fund NUW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.26M | Buy |
92,094
+6,890
| +8% | +$94.3K | 0.84% | 39 |
|
|
2025
Q1 | $1.17M | Sell |
85,204
-19,300
| -18% | -$265K | 0.81% | 38 |
|
|
2024
Q4 | $1.42M | Sell |
104,504
-3,701
| -3% | -$50.3K | 0.99% | 37 |
|
|
2024
Q3 | $1.54M | Hold |
108,205
| – | – | 1.06% | 37 |
|
|
2024
Q2 | $1.5M | Buy |
108,205
+14,289
| +15% | +$198K | 1.1% | 36 |
|
|
2024
Q1 | $1.27M | Buy |
93,916
+77,615
| +476% | +$1.05M | 0.97% | 35 |
|
|
2023
Q4 | $222K | Buy |
16,301
+1,650
| +11% | +$22.5K | 0.18% | 60 |
|
|
2023
Q3 | $196K | Sell |
14,651
-11,708
| -44% | -$157K | 0.17% | 62 |
|
|
2023
Q2 | $362K | Sell |
26,359
-20,013
| -43% | -$275K | 0.32% | 47 |
|
|
2023
Q1 | $639K | Sell |
46,372
-36,547
| -44% | -$503K | 0.59% | 41 |
|
|
2022
Q4 | $1.13M | Sell |
82,919
-29,295
| -26% | -$399K | 1.05% | 34 |
|
|
2022
Q3 | $1.47M | Sell |
112,214
-679
| -0.6% | -$8.91K | 1.52% | 27 |
|
|
2022
Q2 | $1.6M | Sell |
112,893
-661
| -0.6% | -$9.35K | 1.61% | 27 |
|
|
2022
Q1 | $1.68M | Buy |
113,554
+32,039
| +39% | +$473K | 1.54% | 27 |
|
|
2021
Q4 | $1.35M | Buy |
+81,515
| New | +$1.35M | 1.23% | 25 |
|