Bourgeon Capital Management’s Nuveen New York Municipal Value Fund NNY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-4,723
| Closed | -$48K | – | 309 |
|
|
2020
Q3 | $48K | Hold |
4,723
| – | – | 0.01% | 144 |
|
|
2020
Q2 | $46K | Hold |
4,723
| – | – | 0.02% | 121 |
|
|
2020
Q1 | $45K | Hold |
4,723
| – | – | 0.02% | 111 |
|
|
2019
Q4 | $49K | Hold |
4,723
| – | – | 0.02% | 117 |
|
|
2019
Q3 | $48K | Buy |
+4,723
| New | +$48K | 0.03% | 114 |
|