Buckingham Strategic Wealth’s Nuveen Municipal Value Fund NUV Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | – | Sell |
-10,785
| Closed | -$91K | – | 645 |
|
2022
Q3 | $91K | Hold |
10,785
| – | – | ﹤0.01% | 572 |
|
2022
Q2 | $96K | Buy |
+10,785
| New | +$96K | ﹤0.01% | 579 |
|
2020
Q4 | – | Sell |
-22,075
| Closed | -$235K | – | 563 |
|
2020
Q3 | $235K | Sell |
22,075
-20,142
| -48% | -$214K | 0.02% | 424 |
|
2020
Q2 | $431K | Sell |
42,217
-11,630
| -22% | -$119K | 0.04% | 244 |
|
2020
Q1 | $526K | Buy |
53,847
+43,712
| +431% | +$427K | 0.05% | 245 |
|
2019
Q4 | $108K | Buy |
+10,135
| New | +$108K | 0.01% | 447 |
|