Atria Wealth Solutions’s Nuveen AMT-Free Municipal Credit Income Fund NVG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-21,062
| Closed | -$258K | – | 1995 |
|
|
2024
Q4 | $258K | Sell |
21,062
-173,861
| -89% | -$2.13M | ﹤0.01% | 1623 |
|
|
2024
Q3 | $2.62M | Buy |
+194,923
| New | +$2.62M | 0.03% | 528 |
|
|
2024
Q2 | – | Sell |
-15,728
| Closed | -$191K | – | 1996 |
|
|
2024
Q1 | $191K | Sell |
15,728
-3,617
| -19% | -$44K | ﹤0.01% | 1821 |
|
|
2023
Q4 | $229K | Sell |
19,345
-1,069
| -5% | -$12.6K | ﹤0.01% | 1675 |
|
|
2023
Q3 | $211K | Sell |
20,414
-328
| -2% | -$3.39K | ﹤0.01% | 1661 |
|
|
2023
Q2 | $243K | Buy |
20,742
+710
| +4% | +$8.32K | ﹤0.01% | 1563 |
|
|
2023
Q1 | $236K | Sell |
20,032
-793
| -4% | -$9.36K | ﹤0.01% | 1562 |
|
|
2022
Q4 | $253K | Sell |
20,825
-1,775
| -8% | -$21.5K | ﹤0.01% | 1453 |
|
|
2022
Q3 | $265K | Sell |
22,600
-4,336
| -16% | -$50.8K | ﹤0.01% | 1368 |
|
|
2022
Q2 | $353K | Sell |
26,936
-9,334
| -26% | -$122K | 0.01% | 1109 |
|
|
2022
Q1 | $536K | Buy |
+36,270
| New | +$536K | 0.01% | 1030 |
|