Atria Wealth Solutions’s Nuveen AMT-Free Municipal Credit Income Fund NVG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-21,062	Closed	-$258K	–	2017
2024 Q4	$258K	Sell	21,062 -173,861	-89%	-$2.24M	﹤0.01%	1649
2024 Q3	$2.62M	Buy	+194,923	New	+$2.5M	0.03%	531
2024 Q2	–	Sell	-15,728	Closed	-$191K	–	2022
2024 Q1	$191K	Sell	15,728 -3,617	-19%	-$43K	﹤0.01%	1835
2023 Q4	$229K	Sell	19,345 -1,069	-5%	-$11.6K	﹤0.01%	1687
2023 Q3	$211K	Sell	20,414 -328	-2%	-$3.7K	﹤0.01%	1673
2023 Q2	$243K	Buy	20,742 +710	+4%	+$8.25K	﹤0.01%	1570
2023 Q1	$236K	Sell	20,032 -793	-4%	-$9.52K	﹤0.01%	1571
2022 Q4	$253K	Sell	20,825 -1,775	-8%	-$20.8K	﹤0.01%	1461
2022 Q3	$265K	Sell	22,600 -4,336	-16%	-$59.1K	﹤0.01%	1376
2022 Q2	$353K	Sell	26,936 -9,334	-26%	-$126K	0.01%	1134
2022 Q1	$536K	Buy	+36,270	New	+$570K	0.01%	1030