CIA
Concurrent Investment Advisors’s Nuveen Municipal Value Fund NUV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $777K | Buy |
89,363
+17,693
| +25% | +$154K | 0.02% | 679 |
|
|
2025
Q1 | $629K | Buy |
71,670
+24,352
| +51% | +$214K | 0.02% | 674 |
|
|
2024
Q4 | $406K | Buy |
47,318
+11,080
| +31% | +$95.2K | 0.01% | 723 |
|
|
2024
Q3 | $327K | Sell |
36,238
-4,504
| -11% | -$40.6K | 0.01% | 742 |
|
|
2024
Q2 | $352K | Sell |
40,742
-1
| -0% | -$9 | 0.01% | 681 |
|
|
2024
Q1 | $355K | Buy |
40,743
+26,193
| +180% | +$228K | 0.01% | 628 |
|
|
2023
Q4 | $125K | Buy |
+14,550
| New | +$125K | 0.01% | 799 |
|