Cambridge Investment Research Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $513K | Sell |
37,483
-166
| -0.4% | -$2.27K | ﹤0.01% | 2522 |
|
|
2025
Q1 | $517K | Buy |
37,649
+1,535
| +4% | +$21.1K | ﹤0.01% | 2411 |
|
|
2024
Q4 | $490K | Sell |
36,114
-3,029
| -8% | -$41.1K | ﹤0.01% | 2448 |
|
|
2024
Q3 | $557K | Buy |
39,143
+24
| +0.1% | +$342 | ﹤0.01% | 2318 |
|
|
2024
Q2 | $543K | Buy |
39,119
+395
| +1% | +$5.48K | ﹤0.01% | 2232 |
|
|
2024
Q1 | $523K | Buy |
38,724
+210
| +0.5% | +$2.84K | ﹤0.01% | 2240 |
|
|
2023
Q4 | $525K | Buy |
38,514
+20,004
| +108% | +$273K | ﹤0.01% | 2143 |
|
|
2023
Q3 | $248K | Sell |
18,510
-4,721
| -20% | -$63.3K | ﹤0.01% | 2653 |
|
|
2023
Q2 | $319K | Sell |
23,231
-3,740
| -14% | -$51.4K | ﹤0.01% | 2479 |
|
|
2023
Q1 | $371K | Buy |
26,971
+17
| +0.1% | +$234 | ﹤0.01% | 2298 |
|
|
2022
Q4 | $367K | Sell |
26,954
-214
| -0.8% | -$2.91K | ﹤0.01% | 2268 |
|
|
2022
Q3 | $357K | Buy |
27,168
+221
| +0.8% | +$2.9K | ﹤0.01% | 2230 |
|
|
2022
Q2 | $381K | Buy |
26,947
+14,383
| +114% | +$203K | ﹤0.01% | 2172 |
|
|
2022
Q1 | $185K | Sell |
12,564
-23,004
| -65% | -$339K | ﹤0.01% | 2898 |
|
|
2021
Q4 | $590K | Buy |
35,568
+282
| +0.8% | +$4.68K | ﹤0.01% | 1966 |
|
|
2021
Q3 | $602K | Buy |
35,286
+1,707
| +5% | +$29.1K | ﹤0.01% | 1906 |
|
|
2021
Q2 | $580K | Buy |
33,579
+2,734
| +9% | +$47.2K | ﹤0.01% | 1934 |
|
|
2021
Q1 | $508K | Buy |
30,845
+6,028
| +24% | +$99.3K | ﹤0.01% | 1898 |
|
|
2020
Q4 | $408K | Buy |
24,817
+1,606
| +7% | +$26.4K | ﹤0.01% | 1909 |
|
|
2020
Q3 | $371K | Buy |
23,211
+52
| +0.2% | +$831 | ﹤0.01% | 1789 |
|
|
2020
Q2 | $362K | Sell |
23,159
-2,008
| -8% | -$31.4K | ﹤0.01% | 1742 |
|
|
2020
Q1 | $394K | Sell |
25,167
-2,979
| -11% | -$46.6K | ﹤0.01% | 1511 |
|
|
2019
Q4 | $456K | Buy |
28,146
+1,060
| +4% | +$17.2K | ﹤0.01% | 1642 |
|
|
2019
Q3 | $448K | Buy |
27,086
+47
| +0.2% | +$777 | ﹤0.01% | 1577 |
|
|
2019
Q2 | $456K | Sell |
27,039
-1,587
| -6% | -$26.8K | ﹤0.01% | 1488 |
|
|
2019
Q1 | $457K | Buy |
28,626
+1,934
| +7% | +$30.9K | ﹤0.01% | 1541 |
|
|
2018
Q4 | $394K | Buy |
26,692
+2,956
| +12% | +$43.6K | ﹤0.01% | 1459 |
|
|
2018
Q3 | $350K | Buy |
23,736
+10,475
| +79% | +$154K | ﹤0.01% | 1693 |
|
|
2018
Q2 | $207K | Buy |
13,261
+1,919
| +17% | +$30K | ﹤0.01% | 1999 |
|
|
2018
Q1 | $181K | Sell |
11,342
-1,230
| -10% | -$19.6K | ﹤0.01% | 1982 |
|
|
2017
Q4 | $217K | Buy |
+12,572
| New | +$217K | ﹤0.01% | 1873 |
|