Avior Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,626
| Closed | -$49.2K | – | 1802 |
|
|
2024
Q4 | $49.2K | Buy |
3,626
+987
| +37% | +$13.4K | ﹤0.01% | 1158 |
|
|
2024
Q3 | $37.5K | Hold |
2,639
| – | – | ﹤0.01% | 1219 |
|
|
2024
Q2 | $36.6K | Hold |
2,639
| – | – | ﹤0.01% | 1206 |
|
|
2024
Q1 | $35.6K | Hold |
2,639
| – | – | ﹤0.01% | 1365 |
|
|
2023
Q4 | $36K | Hold |
2,639
| – | – | ﹤0.01% | 792 |
|
|
2023
Q3 | $35.4K | Hold |
2,639
| – | – | ﹤0.01% | 840 |
|
|
2023
Q2 | $36.2K | Hold |
2,639
| – | – | ﹤0.01% | 830 |
|
|
2023
Q1 | $36.3K | Hold |
2,639
| – | – | ﹤0.01% | 846 |
|
|
2022
Q4 | $35.9K | Hold |
2,639
| – | – | ﹤0.01% | 677 |
|
|
2022
Q3 | $34K | Hold |
2,639
| – | – | ﹤0.01% | 661 |
|
|
2022
Q2 | $37K | Hold |
2,639
| – | – | ﹤0.01% | 613 |
|
|
2022
Q1 | $38K | Hold |
2,639
| – | – | ﹤0.01% | 634 |
|
|
2021
Q4 | $43K | Hold |
2,639
| – | – | ﹤0.01% | 607 |
|
|
2021
Q3 | $44K | Hold |
2,639
| – | – | ﹤0.01% | 573 |
|
|
2021
Q2 | $45K | Hold |
2,639
| – | – | ﹤0.01% | 537 |
|
|
2021
Q1 | $43K | Hold |
2,639
| – | – | ﹤0.01% | 538 |
|
|
2020
Q4 | $43K | Buy |
+2,639
| New | +$43K | 0.01% | 508 |
|