Atria Wealth Solutions’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-23,960
| Closed | -$324K | – | 1994 |
|
|
2024
Q1 | $324K | Hold |
23,960
| – | – | ﹤0.01% | 1500 |
|
|
2023
Q4 | $327K | Sell |
23,960
-1,995
| -8% | -$27.2K | ﹤0.01% | 1424 |
|
|
2023
Q3 | $349K | Hold |
25,955
| – | – | ﹤0.01% | 1311 |
|
|
2023
Q2 | $357K | Hold |
25,955
| – | – | ﹤0.01% | 1332 |
|
|
2023
Q1 | $358K | Hold |
25,955
| – | – | 0.01% | 1314 |
|
|
2022
Q4 | $353K | Hold |
25,955
| – | – | 0.01% | 1261 |
|
|
2022
Q3 | $342K | Buy |
+25,955
| New | +$342K | 0.01% | 1215 |
|
|
2022
Q2 | – | Sell |
-25,955
| Closed | -$384K | – | 1783 |
|
|
2022
Q1 | $384K | Buy |
+25,955
| New | +$384K | 0.01% | 1194 |
|