BWA
BlueChip Wealth Advisors’s Nuveen Municipal Value Fund NUV Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $221K | Hold |
25,445
| – | – | 0.1% | 159 |
|
2025
Q1 | $223K | Hold |
25,445
| – | – | 0.11% | 141 |
|
2024
Q4 | $219K | Hold |
25,445
| – | – | 0.12% | 128 |
|
2024
Q3 | $230K | Sell |
25,445
-11,500
| -31% | -$104K | 0.12% | 139 |
|
2024
Q2 | $319K | Hold |
36,945
| – | – | 0.19% | 99 |
|
2024
Q1 | $322K | Buy |
36,945
+11,500
| +45% | +$100K | 0.21% | 89 |
|
2023
Q4 | $219K | Buy |
+25,445
| New | +$219K | 0.15% | 106 |
|