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CWP
Concord Wealth Partners’s
Nuveen Municipal Credit Income Fund
NZF
Stock Holding History
Concord Wealth Partners’s Portfolio
NZF Stock Details
NZF Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2024
Q2
–
Sell
-3,000
Closed
-$36.7K
–
899
2024
Q1
$36.7K
Hold
3,000
–
–
0.01%
400
2023
Q4
$35.5K
Hold
3,000
–
–
0.01%
405
2023
Q3
$31.3K
Hold
3,000
–
–
0.01%
440
2023
Q2
$35K
Hold
3,000
–
–
0.01%
412
2023
Q1
$35.9K
Hold
3,000
–
–
0.01%
394
2022
Q4
$36.2K
Buy
+3,000
New
+$34.7K
0.01%
424
2022
Q3
–
Sell
-3,000
Closed
-$38K
–
805
2022
Q2
$38K
Hold
3,000
–
–
0.01%
418
2022
Q1
$44K
Hold
3,000
–
–
0.01%
463
2021
Q4
$51K
Hold
3,000
–
–
0.01%
449
2021
Q3
$50K
Hold
3,000
–
–
0.02%
220
2021
Q2
$52K
Hold
3,000
–
–
0.01%
349
2021
Q1
$48K
Hold
3,000
–
–
0.02%
345
2020
Q4
$48K
Buy
+3,000
New
+$45.9K
0.04%
216
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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