B. Riley Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-23,881
| Closed | -$322K | – | 1246 |
|
|
2024
Q3 | $322K | Sell |
23,881
-10,971
| -31% | -$148K | 0.01% | 924 |
|
|
2024
Q2 | $437K | Sell |
34,852
-2,666
| -7% | -$33.4K | 0.01% | 875 |
|
|
2024
Q1 | $388K | Buy |
37,518
+2,529
| +7% | +$26.2K | 0.01% | 922 |
|
|
2023
Q4 | $414K | Sell |
34,989
-2,529
| -7% | -$29.9K | 0.01% | 915 |
|
|
2023
Q3 | $388K | Buy |
37,518
+6,645
| +22% | +$68.8K | 0.01% | 922 |
|
|
2023
Q2 | $362K | Sell |
30,873
-11,953
| -28% | -$140K | 0.01% | 1023 |
|
|
2023
Q1 | $506K | Sell |
42,826
-5,157
| -11% | -$61K | 0.01% | 795 |
|
|
2022
Q4 | $583K | Sell |
47,983
-11,399
| -19% | -$138K | 0.02% | 731 |
|
|
2022
Q3 | $693K | Buy |
59,382
+47,314
| +392% | +$552K | 0.02% | 636 |
|
|
2022
Q2 | $159K | Sell |
12,068
-3,646
| -23% | -$48K | 0.01% | 1074 |
|
|
2022
Q1 | $233K | Sell |
15,714
-4,396
| -22% | -$65.2K | 0.01% | 1140 |
|
|
2021
Q4 | $361K | Buy |
20,110
+1,309
| +7% | +$23.5K | 0.01% | 969 |
|
|
2021
Q3 | $323K | Buy |
18,801
+2,372
| +14% | +$40.8K | 0.01% | 1001 |
|
|
2021
Q2 | $294K | Buy |
16,429
+116
| +0.7% | +$2.08K | 0.01% | 1033 |
|
|
2021
Q1 | $276K | Buy |
16,313
+235
| +1% | +$3.98K | 0.01% | 1039 |
|
|
2020
Q4 | $270K | Sell |
16,078
-366
| -2% | -$6.15K | 0.01% | 819 |
|
|
2020
Q3 | $258K | Sell |
16,444
-3,728
| -18% | -$58.5K | 0.01% | 758 |
|
|
2020
Q2 | $309K | Buy |
20,172
+819
| +4% | +$12.5K | 0.02% | 625 |
|
|
2020
Q1 | $285K | Buy |
19,353
+1,197
| +7% | +$17.6K | 0.02% | 555 |
|
|
2019
Q4 | $303K | Buy |
+18,156
| New | +$303K | 0.03% | 599 |
|
|
2016
Q4 | – | Sell |
-13,226
| Closed | -$213K | – | 604 |
|
|
2016
Q3 | $213K | Buy |
+13,226
| New | +$213K | 0.04% | 513 |
|
|
2015
Q1 | – | Sell |
-314
| Closed | -$4 | – | 1498 |
|
|
2014
Q4 | $4 | Buy |
+314
| New | +$4 | ﹤0.01% | 3222 |
|
|
2014
Q3 | – | Sell |
-2,134
| Closed | -$30.2K | – | 1462 |
|
|
2014
Q2 | $30.2K | Buy |
+2,134
| New | +$30.2K | 0.01% | 1264 |
|
|
2014
Q1 | – | Sell |
-5,296
| Closed | -$66K | – | 779 |
|
|
2013
Q4 | $66K | Sell |
5,296
-555
| -9% | -$6.92K | 0.02% | 630 |
|
|
2013
Q3 | $74K | Sell |
5,851
-2,513
| -30% | -$31.8K | 0.03% | 599 |
|
|
2013
Q2 | $112K | Buy |
+8,364
| New | +$112K | 0.04% | 512 |
|