Belpointe Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-6,800
| Closed | -$100K | – | 1218 |
|
|
2022
Q1 | $100K | Hold |
6,800
| – | – | 0.01% | 1219 |
|
|
2021
Q4 | $113K | Hold |
6,800
| – | – | 0.01% | 1143 |
|
|
2021
Q3 | $116K | Hold |
6,800
| – | – | 0.01% | 1094 |
|
|
2021
Q2 | $118K | Hold |
6,800
| – | – | 0.01% | 1062 |
|
|
2021
Q1 | $112K | Hold |
6,800
| – | – | 0.01% | 962 |
|
|
2020
Q4 | $112K | Hold |
6,800
| – | – | 0.01% | 917 |
|
|
2020
Q3 | $109K | Hold |
6,800
| – | – | 0.01% | 750 |
|
|
2020
Q2 | $106K | Hold |
6,800
| – | – | 0.01% | 706 |
|
|
2020
Q1 | $106K | Hold |
6,800
| – | – | 0.02% | 598 |
|
|
2019
Q4 | $110K | Buy |
+6,800
| New | +$110K | 0.01% | 752 |
|
|
2018
Q4 | – | Sell |
-6,800
| Closed | -$100K | – | 595 |
|
|
2018
Q3 | $100K | Buy |
+6,800
| New | +$100K | 0.02% | 644 |
|