Bartlett & Co Wealth Management’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
Q2 | $6.41K | Hold |
534
| – | – | ﹤0.01% | 966 |
|
2025
Q1 | $6.65K | Hold |
534
| – | – | ﹤0.01% | 955 |
|
2024
Q4 | $6.55K | Hold |
534
| – | – | ﹤0.01% | 945 |
|
2024
Q3 | $7.19K | Hold |
534
| – | – | ﹤0.01% | 941 |
|
2024
Q2 | $6.7K | Hold |
534
| – | – | ﹤0.01% | 961 |
|
2024
Q1 | $6.54K | Sell |
534
-435
| -45% | -$5.33K | ﹤0.01% | 952 |
|
2023
Q4 | $11.5K | Hold |
969
| – | – | ﹤0.01% | 977 |
|
2023
Q3 | $10K | Sell |
969
-1,429
| -60% | -$14.8K | ﹤0.01% | 927 |
|
2023
Q2 | $28.2K | Buy |
2,398
+1,963
| +451% | +$23.1K | ﹤0.01% | 760 |
|
2023
Q1 | $5.14K | Hold |
435
| – | – | ﹤0.01% | 890 |
|
2022
Q4 | $5.28K | Hold |
435
| – | – | ﹤0.01% | 914 |
|
2022
Q3 | $5.1K | Hold |
435
| – | – | ﹤0.01% | 923 |
|
2022
Q2 | $5.73K | Hold |
435
| – | – | ﹤0.01% | 991 |
|
2022
Q1 | $6.46K | Buy |
+435
| New | +$6.46K | ﹤0.01% | 884 |
|
2021
Q4 | – | Sell |
-435
| Closed | -$7.49K | – | 718 |
|
2021
Q3 | $7.49K | Hold |
435
| – | – | ﹤0.01% | 736 |
|
2021
Q2 | $7.8K | Hold |
435
| – | – | ﹤0.01% | 715 |
|
2021
Q1 | $7.38K | Hold |
435
| – | – | ﹤0.01% | 760 |
|
2020
Q4 | $7.3K | Hold |
435
| – | – | ﹤0.01% | 762 |
|
2020
Q3 | $6.84K | Hold |
435
| – | – | ﹤0.01% | 709 |
|
2020
Q2 | $6.68K | Hold |
435
| – | – | ﹤0.01% | 712 |
|
2020
Q1 | $6.68K | Sell |
435
-4,067
| -90% | -$62.5K | ﹤0.01% | 702 |
|
2019
Q4 | $75K | Hold |
4,502
| – | – | ﹤0.01% | 453 |
|
2019
Q3 | $75.6K | Hold |
4,502
| – | – | ﹤0.01% | 432 |
|
2019
Q2 | $71.7K | Hold |
4,502
| – | – | ﹤0.01% | 368 |
|
2019
Q1 | $68.3K | Hold |
4,502
| – | – | ﹤0.01% | 371 |
|
2018
Q4 | $62.9K | Hold |
4,502
| – | – | ﹤0.01% | 373 |
|
2018
Q3 | $65.8K | Hold |
4,502
| – | – | ﹤0.01% | 398 |
|
2018
Q2 | $66K | Hold |
4,502
| – | – | ﹤0.01% | 390 |
|
2018
Q1 | $65.7K | Buy |
+4,502
| New | +$65.7K | ﹤0.01% | 396 |
|