Concord Wealth Partners’s Nuveen AMT-Free Municipal Credit Income Fund NVG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $35.8K | Hold |
3,003
| – | – | 0.01% | 383 |
|
|
2025
Q1 | $37.2K | Hold |
3,003
| – | – | 0.01% | 361 |
|
|
2024
Q4 | $36.8K | Hold |
3,003
| – | – | 0.01% | 378 |
|
|
2024
Q3 | $40.2K | Hold |
3,003
| – | – | 0.01% | 364 |
|
|
2024
Q2 | $37.4K | Hold |
3,003
| – | – | 0.01% | 344 |
|
|
2024
Q1 | $36.5K | Hold |
3,003
| – | – | 0.01% | 402 |
|
|
2023
Q4 | $35.5K | Hold |
3,003
| – | – | 0.01% | 404 |
|
|
2023
Q3 | $31K | Hold |
3,003
| – | – | 0.01% | 442 |
|
|
2023
Q2 | $35.1K | Hold |
3,003
| – | – | 0.01% | 411 |
|
|
2023
Q1 | $35.4K | Hold |
3,003
| – | – | 0.01% | 400 |
|
|
2022
Q4 | $36.5K | Buy |
+3,003
| New | +$36.5K | 0.01% | 422 |
|
|
2022
Q3 | – | Sell |
-3,003
| Closed | -$39K | – | 795 |
|
|
2022
Q2 | $39K | Hold |
3,003
| – | – | 0.01% | 414 |
|
|
2022
Q1 | $44K | Hold |
3,003
| – | – | 0.01% | 462 |
|
|
2021
Q4 | $54K | Hold |
3,003
| – | – | 0.01% | 443 |
|
|
2021
Q3 | $52K | Sell |
3,003
-130
| -4% | -$2.25K | 0.02% | 216 |
|
|
2021
Q2 | $56K | Hold |
3,133
| – | – | 0.02% | 335 |
|
|
2021
Q1 | $53K | Hold |
3,133
| – | – | 0.02% | 328 |
|
|
2020
Q4 | $53K | Buy |
+3,133
| New | +$53K | 0.04% | 200 |
|