Creative Planning’s Nuveen AMT-Free Municipal Value Fund NUW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q1
Sell
2021
Q4
$227K Buy
2021
Q2
Sell
2021
Q1
$180K Buy
2017
Q3
Sell
2017
Q2
$58K Hold
2017
Q1
$58K Sell
2016
Q4
$77K Buy
2016
Q3
$80K Buy
2016
Q2
$31K Buy
2016
Q1
$29K Buy
2015
Q4
$14K Buy