Concurrent Investment Advisors’s Nuveen Municipal Value Fund NUV Stock Holding History

Concurrent Investment Advisors’s Portfolio NUV Stock Details NUV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$777K	Buy
2025 Q1	$629K	Buy
2024 Q4	$406K	Buy
2024 Q3	$327K	Sell
2024 Q2	$352K	Sell
2024 Q1	$355K	Buy
2023 Q4	$125K	Buy