Cerro Pacific Wealth Advisors’s Nuveen Select Maturities Municipal Fund NIM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $103K | Hold |
11,400
| – | – | 0.03% | 159 |
|
|
2025
Q1 | $99.3K | Sell |
11,400
-1,517
| -12% | -$13.2K | 0.03% | 161 |
|
|
2024
Q4 | $120K | Hold |
12,917
| – | – | 0.04% | 160 |
|
|
2024
Q3 | $117K | Hold |
12,917
| – | – | 0.04% | 149 |
|
|
2024
Q2 | $117K | Buy |
+12,917
| New | +$117K | 0.04% | 149 |
|
|
2023
Q1 | $165K | Hold |
17,917
| – | – | 0.09% | 144 |
|
|
2022
Q4 | $162K | Hold |
17,917
| – | – | 0.09% | 155 |
|
|
2022
Q3 | $159K | Hold |
17,917
| – | – | 0.1% | 143 |
|
|
2022
Q2 | $164K | Hold |
17,917
| – | – | 0.1% | 138 |
|
|
2022
Q1 | $172K | Buy |
17,917
+5,000
| +39% | +$48K | 0.11% | 117 |
|
|
2021
Q4 | $138K | Hold |
12,917
| – | – | 0.09% | 119 |
|
|
2021
Q3 | $140K | Hold |
12,917
| – | – | 0.1% | 119 |
|
|
2021
Q2 | $142K | Buy |
+12,917
| New | +$142K | 0.11% | 115 |
|
|
2020
Q4 | $260K | Buy |
+24,317
| New | +$260K | 0.16% | 96 |
|