Creative Planning’s Nuveen AMT-Free Municipal Credit Income Fund NVG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.76M | Sell |
147,445
-13,912
| -9% | -$166K | ﹤0.01% | 1417 |
|
|
2025
Q1 | $2M | Buy |
161,357
+2,433
| +2% | +$30.1K | ﹤0.01% | 1172 |
|
|
2024
Q4 | $1.95M | Buy |
158,924
+4,879
| +3% | +$59.8K | ﹤0.01% | 1145 |
|
|
2024
Q3 | $2.06M | Sell |
154,045
-10,904
| -7% | -$146K | ﹤0.01% | 1040 |
|
|
2024
Q2 | $2.06M | Buy |
164,949
+13,696
| +9% | +$171K | ﹤0.01% | 970 |
|
|
2024
Q1 | $1.84M | Sell |
151,253
-12,521
| -8% | -$152K | ﹤0.01% | 995 |
|
|
2023
Q4 | $1.94M | Sell |
163,774
-2,350
| -1% | -$27.8K | ﹤0.01% | 928 |
|
|
2023
Q3 | $1.71M | Buy |
166,124
+8,936
| +6% | +$92.1K | ﹤0.01% | 928 |
|
|
2023
Q2 | $1.84M | Buy |
157,188
+2,366
| +2% | +$27.7K | ﹤0.01% | 853 |
|
|
2023
Q1 | $1.82M | Sell |
154,822
-6,196
| -4% | -$73K | ﹤0.01% | 811 |
|
|
2022
Q4 | $1.95M | Buy |
161,018
+2,417
| +2% | +$29.3K | ﹤0.01% | 753 |
|
|
2022
Q3 | $1.85M | Sell |
158,601
-4,176
| -3% | -$48.7K | ﹤0.01% | 723 |
|
|
2022
Q2 | $2.13M | Buy |
162,777
+774
| +0.5% | +$10.1K | ﹤0.01% | 694 |
|
|
2022
Q1 | $2.4M | Sell |
162,003
-67,307
| -29% | -$995K | ﹤0.01% | 661 |
|
|
2021
Q4 | $4.11M | Buy |
229,310
+15,060
| +7% | +$270K | 0.01% | 472 |
|
|
2021
Q3 | $3.67M | Buy |
214,250
+20,241
| +10% | +$347K | 0.01% | 499 |
|
|
2021
Q2 | $3.47M | Sell |
194,009
-10,679
| -5% | -$191K | 0.01% | 499 |
|
|
2021
Q1 | $3.46M | Buy |
204,688
+43,032
| +27% | +$727K | 0.01% | 510 |
|
|
2020
Q4 | $2.71M | Buy |
161,656
+5,533
| +4% | +$92.9K | 0.01% | 550 |
|
|
2020
Q3 | $2.45M | Sell |
156,123
-10,172
| -6% | -$159K | 0.01% | 487 |
|
|
2020
Q2 | $2.54M | Buy |
166,295
+4,623
| +3% | +$70.6K | 0.01% | 418 |
|
|
2020
Q1 | $2.37M | Sell |
161,672
-3,436
| -2% | -$50.4K | 0.01% | 380 |
|
|
2019
Q4 | $2.75M | Buy |
165,108
+6,075
| +4% | +$101K | 0.01% | 418 |
|
|
2019
Q3 | $2.66M | Sell |
159,033
-19
| -0% | -$318 | 0.01% | 416 |
|
|
2019
Q2 | $2.52M | Sell |
159,052
-13,883
| -8% | -$220K | 0.01% | 432 |
|
|
2019
Q1 | $2.61M | Buy |
172,935
+945
| +0.5% | +$14.3K | 0.01% | 395 |
|
|
2018
Q4 | $2.4M | Sell |
171,990
-1,361
| -0.8% | -$19K | 0.01% | 386 |
|
|
2018
Q3 | $2.52M | Sell |
173,351
-11,648
| -6% | -$170K | 0.01% | 418 |
|
|
2018
Q2 | $2.7M | Buy |
184,999
+11,101
| +6% | +$162K | 0.01% | 399 |
|
|
2018
Q1 | $2.52M | Sell |
173,898
-2,903
| -2% | -$42.1K | 0.01% | 402 |
|
|
2017
Q4 | $2.73M | Sell |
176,801
-9,237
| -5% | -$143K | 0.01% | 380 |
|
|
2017
Q3 | $2.86M | Buy |
186,038
+19,931
| +12% | +$307K | 0.01% | 365 |
|
|
2017
Q2 | $2.52M | Sell |
166,107
-20,723
| -11% | -$314K | 0.01% | 372 |
|
|
2017
Q1 | $2.73M | Sell |
186,830
-7,973
| -4% | -$117K | 0.01% | 336 |
|
|
2016
Q4 | $2.82M | Sell |
194,803
-16,876
| -8% | -$244K | 0.02% | 314 |
|
|
2016
Q3 | $3.4M | Buy |
211,679
+16,447
| +8% | +$264K | 0.02% | 265 |
|
|
2016
Q2 | $3.17M | Buy |
195,232
+188,770
| +2,921% | +$3.07M | 0.02% | 241 |
|
|
2016
Q1 | $98K | Buy |
6,462
+4,412
| +215% | +$66.9K | ﹤0.01% | 1641 |
|
|
2015
Q4 | $30K | Hold |
2,050
| – | – | ﹤0.01% | 2506 |
|
|
2015
Q3 | $29K | Buy |
+2,050
| New | +$29K | ﹤0.01% | 2431 |
|
|
2015
Q2 | – | Sell |
-2,050
| Closed | -$30K | – | 2266 |
|
|
2015
Q1 | $30K | Sell |
2,050
-2,000
| -49% | -$29.3K | ﹤0.01% | 2387 |
|
|
2014
Q4 | $57K | Buy |
4,050
+1,000
| +33% | +$14.1K | ﹤0.01% | 1901 |
|
|
2014
Q3 | $43K | Hold |
3,050
| – | – | ﹤0.01% | 2006 |
|
|
2014
Q2 | $43K | Hold |
3,050
| – | – | ﹤0.01% | 1939 |
|
|
2014
Q1 | $41K | Hold |
3,050
| – | – | ﹤0.01% | 1918 |
|
|
2013
Q4 | $38K | Hold |
3,050
| – | – | ﹤0.01% | 1777 |
|
|
2013
Q3 | $39K | Hold |
3,050
| – | – | ﹤0.01% | 1667 |
|
|
2013
Q2 | $41K | Buy |
+3,050
| New | +$41K | ﹤0.01% | 1488 |
|