CLA (CliftonLarsonAllen) Wealth Advisors’s Nuveen AMT-Free Municipal Credit Income Fund NVG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
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|
2023
Q3 | $389K | Sell |
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|
2023
Q2 | $489K | Hold |
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|
2023
Q1 | $492K | Buy |
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|
2022
Q4 | $471K | Sell |
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|
2022
Q3 | $586K | Sell |
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|
2022
Q2 | $678K | Buy |
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|
2022
Q1 | $648K | Hold |
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|
2021
Q4 | $786K | Sell |
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|
2021
Q3 | $858K | Sell |
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|
2021
Q2 | $900K | Sell |
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|
2021
Q1 | $1.11M | Buy |
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|
2020
Q4 | $1.1M | Sell |
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|
2020
Q3 | $1.09M | Sell |
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|
2020
Q2 | $1.08M | Buy |
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|
2019
Q4 | $1.68M | Buy |
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|
2019
Q3 | $1.59M | Buy |
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|
2019
Q2 | $1.24M | Buy |
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|
2019
Q1 | $598K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $202K | Hold |
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|
2018
Q2 | $203K | Sell |
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|
2018
Q1 | $490K | Hold |
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|
2017
Q4 | $522K | Hold |
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|
2017
Q3 | $520K | Hold |
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|
2017
Q2 | $512K | Hold |
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|
2017
Q1 | $494K | Hold |
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|
2016
Q4 | $489K | Hold |
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|
2016
Q3 | $543K | Hold |
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|
2016
Q2 | $550K | Buy |
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