Avantax Advisory Services’s Nuveen Municipal Value Fund NUV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-14,007
| Closed | -$120K | – | 2299 |
|
|
2024
Q4 | $120K | Buy |
+14,007
| New | +$120K | ﹤0.01% | 2112 |
|
|
2023
Q4 | – | Sell |
-11,607
| Closed | -$95.9K | – | 1647 |
|
|
2023
Q3 | $95.9K | Buy |
+11,607
| New | +$95.9K | ﹤0.01% | 1491 |
|
|
2023
Q2 | – | Sell |
-17,924
| Closed | -$158K | – | 1552 |
|
|
2023
Q1 | $158K | Buy |
17,924
+176
| +1% | +$1.55K | ﹤0.01% | 1396 |
|
|
2022
Q4 | $153K | Sell |
17,748
-5,266
| -23% | -$45.3K | ﹤0.01% | 1338 |
|
|
2022
Q3 | $195K | Buy |
23,014
+98
| +0.4% | +$830 | ﹤0.01% | 1222 |
|
|
2022
Q2 | $205K | Sell |
22,916
-658
| -3% | -$5.89K | ﹤0.01% | 1195 |
|
|
2022
Q1 | $226K | Buy |
23,574
+63
| +0.3% | +$604 | ﹤0.01% | 1138 |
|
|
2021
Q4 | $244K | Sell |
23,511
-1,063
| -4% | -$11K | ﹤0.01% | 1075 |
|
|
2021
Q3 | $279K | Sell |
24,574
-411
| -2% | -$4.67K | ﹤0.01% | 960 |
|
|
2021
Q2 | $288K | Buy |
+24,985
| New | +$288K | 0.01% | 920 |
|
|
2021
Q1 | – | Sell |
-10,944
| Closed | -$122K | – | 1063 |
|
|
2020
Q4 | $122K | Sell |
10,944
-15,618
| -59% | -$174K | ﹤0.01% | 903 |
|
|
2020
Q3 | $282K | Buy |
26,562
+14,770
| +125% | +$157K | ﹤0.01% | 1050 |
|
|
2020
Q2 | $119K | Buy |
11,792
+1,576
| +15% | +$15.9K | ﹤0.01% | 815 |
|
|
2020
Q1 | $99K | Buy |
+10,216
| New | +$99K | ﹤0.01% | 760 |
|