Dakota Wealth Management’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 | $1.02M | Buy |
+85,610
| New | +$1.02M | 0.02% | 374 |
|
|
2025
Q1 | – | Sell |
-13,989
| Closed | -$172K | – | 786 |
|
|
2024
Q4 | $172K | Sell |
13,989
-84,102
| -86% | -$1.03M | ﹤0.01% | 718 |
|
|
2024
Q3 | $1.31M | Sell |
98,091
-2,406
| -2% | -$32.2K | 0.03% | 327 |
|
|
2024
Q2 | $1.25M | Hold |
100,497
| – | – | 0.03% | 321 |
|
|
2024
Q1 | $1.22M | Sell |
100,497
-481
| -0.5% | -$5.85K | 0.03% | 331 |
|
|
2023
Q4 | $1.19M | Buy |
100,978
+87,000
| +622% | +$1.03M | 0.05% | 288 |
|
|
2023
Q3 | $144K | Hold |
13,978
| – | – | 0.01% | 618 |
|
|
2023
Q2 | $164K | Sell |
13,978
-1,992
| -12% | -$23.3K | 0.01% | 597 |
|
|
2023
Q1 | $188K | Hold |
15,970
| – | – | 0.01% | 569 |
|
|
2022
Q4 | $194K | Hold |
15,970
| – | – | 0.01% | 553 |
|
|
2022
Q3 | $186K | Buy |
+15,970
| New | +$186K | 0.02% | 510 |
|
|
2020
Q2 | – | Sell |
-11,800
| Closed | -$173K | – | 277 |
|
|
2020
Q1 | $173K | Buy |
+11,800
| New | +$173K | 0.04% | 235 |
|
|
2019
Q1 | – | Sell |
-57,675
| Closed | -$808K | – | 325 |
|
|
2018
Q4 | $808K | Buy |
+57,675
| New | +$808K | 0.18% | 102 |
|