Carson Wealth (CWM LLC)’s Nuveen Municipal Value Fund NUV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $71K | Buy |
8,147
+646
| +9% | +$5.63K | ﹤0.01% | 2999 |
|
|
2025
Q1 | $66K | Sell |
7,501
-533
| -7% | -$4.69K | ﹤0.01% | 2741 |
|
|
2024
Q4 | $69K | Sell |
8,034
-1,417
| -15% | -$12.2K | ﹤0.01% | 2551 |
|
|
2024
Q3 | $85K | Buy |
9,451
+6,347
| +204% | +$57.1K | ﹤0.01% | 2302 |
|
|
2024
Q2 | $27K | Buy |
3,104
+500
| +19% | +$4.35K | ﹤0.01% | 2917 |
|
|
2024
Q1 | $23K | Hold |
2,604
| – | – | ﹤0.01% | 2802 |
|
|
2023
Q4 | $22K | Hold |
2,604
| – | – | ﹤0.01% | 2720 |
|
|
2023
Q3 | $22K | Buy |
2,604
+171
| +7% | +$1.45K | ﹤0.01% | 2630 |
|
|
2023
Q2 | $21K | Buy |
2,433
+1,706
| +235% | +$14.7K | ﹤0.01% | 2605 |
|
|
2023
Q1 | $6K | Buy |
727
+7
| +1% | +$58 | ﹤0.01% | 3221 |
|
|
2022
Q4 | $6K | Buy |
720
+486
| +208% | +$4.05K | ﹤0.01% | 3090 |
|
|
2022
Q3 | $2K | Buy |
+234
| New | +$2K | ﹤0.01% | 3500 |
|