CAPTRUST Financial 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 | $3.04M | Buy |
222,471
+20,983
| +10% | +$287K | 0.01% | 789 |
|
|
2025
Q1 | $2.77M | Buy |
201,488
+18,586
| +10% | +$255K | 0.01% | 775 |
|
|
2024
Q4 | $2.48M | Buy |
182,902
+20,973
| +13% | +$285K | 0.01% | 796 |
|
|
2024
Q3 | $2.3M | Buy |
161,929
+22,683
| +16% | +$323K | 0.01% | 804 |
|
|
2024
Q2 | $1.93M | Buy |
139,246
+36,293
| +35% | +$504K | 0.01% | 835 |
|
|
2024
Q1 | $1.39M | Buy |
102,953
+55,942
| +119% | +$755K | 0.01% | 959 |
|
|
2023
Q4 | $641K | Buy |
+47,011
| New | +$641K | ﹤0.01% | 1559 |
|