CLA (CliftonLarsonAllen) Wealth Advisors’s Nuveen Municipal Credit Income Fund NZF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-29,968
| Closed | -$313K | – | 191 |
|
|
2023
Q3 | $313K | Sell |
29,968
-1,989
| -6% | -$20.7K | 0.01% | 171 |
|
|
2023
Q2 | $373K | Hold |
31,957
| – | – | 0.01% | 166 |
|
|
2023
Q1 | $382K | Buy |
31,957
+3,110
| +11% | +$37.2K | 0.01% | 176 |
|
|
2022
Q4 | $348K | Buy |
+28,847
| New | +$348K | 0.01% | 180 |
|
|
2022
Q3 | – | Sell |
-28,847
| Closed | -$362K | – | 138 |
|
|
2022
Q2 | $362K | Sell |
28,847
-71
| -0.2% | -$891 | 0.02% | 173 |
|
|
2022
Q1 | $422K | Hold |
28,918
| – | – | 0.02% | 178 |
|
|
2021
Q4 | $494K | Sell |
28,918
-4,400
| -13% | -$75.2K | 0.02% | 161 |
|
|
2021
Q3 | $557K | Hold |
33,318
| – | – | 0.02% | 210 |
|
|
2021
Q2 | $573K | Sell |
33,318
-1,153
| -3% | -$19.8K | 0.02% | 211 |
|
|
2021
Q1 | $557K | Sell |
34,471
-9,443
| -22% | -$153K | 0.03% | 148 |
|
|
2020
Q4 | $708K | Sell |
43,914
-3,846
| -8% | -$62K | 0.03% | 132 |
|
|
2020
Q3 | $702K | Buy |
47,760
+1,319
| +3% | +$19.4K | 0.04% | 126 |
|
|
2020
Q2 | $685K | Buy |
+46,441
| New | +$685K | 0.04% | 124 |
|
|
2019
Q4 | $1.69M | Buy |
103,114
+33,074
| +47% | +$541K | 0.13% | 85 |
|
|
2019
Q3 | $1.14M | Buy |
70,040
+19,856
| +40% | +$322K | 0.1% | 92 |
|
|
2019
Q2 | $790K | Buy |
50,184
+34,844
| +227% | +$549K | 0.08% | 83 |
|
|
2019
Q1 | $231K | Buy |
+15,340
| New | +$231K | 0.03% | 107 |
|