Atlas Private Wealth Management’s Nuveen New York Municipal Value Fund NNY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-16,739
| Closed | -$151K | – | 121 |
|
|
2022
Q1 | $151K | Hold |
16,739
| – | – | 0.09% | 124 |
|
|
2021
Q4 | $165K | Hold |
16,739
| – | – | 0.09% | 126 |
|
|
2021
Q3 | $168K | Hold |
16,739
| – | – | 0.1% | 115 |
|
|
2021
Q2 | $168K | Hold |
16,739
| – | – | 0.1% | 117 |
|
|
2021
Q1 | $163K | Hold |
16,739
| – | – | 0.1% | 125 |
|
|
2020
Q4 | $167K | Hold |
16,739
| – | – | 0.12% | 123 |
|
|
2020
Q3 | $169K | Hold |
16,739
| – | – | 0.13% | 116 |
|
|
2020
Q2 | $162K | Hold |
16,739
| – | – | 0.13% | 119 |
|
|
2020
Q1 | $158K | Hold |
16,739
| – | – | 0.15% | 117 |
|
|
2019
Q4 | $175K | Buy |
+16,739
| New | +$175K | 0.13% | 132 |
|