CIA
Concurrent Investment Advisors’s Nuveen AMT-Free Municipal Credit Income Fund NVG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $276K | Buy |
23,120
+3,976
| +21% | +$47.4K | 0.01% | 1095 |
|
|
2025
Q1 | $237K | Buy |
19,144
+2,459
| +15% | +$30.4K | 0.01% | 1039 |
|
|
2024
Q4 | $205K | Buy |
16,685
+9
| +0.1% | +$110 | 0.01% | 972 |
|
|
2024
Q3 | $223K | Buy |
16,676
+3,364
| +25% | +$45K | 0.01% | 885 |
|
|
2024
Q2 | $166K | Buy |
13,312
+663
| +5% | +$8.26K | 0.01% | 886 |
|
|
2024
Q1 | $154K | Hold |
12,649
| – | – | 0.01% | 825 |
|
|
2023
Q4 | $150K | Buy |
+12,649
| New | +$150K | 0.01% | 791 |
|