Disciplined Investments’s Nuveen AMT-Free Municipal Value Fund NUW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-9,272
| Closed | -$127K | – | 1075 |
|
|
2023
Q2 | $127K | Buy |
9,272
+73
| +0.8% | +$1K | 0.07% | 135 |
|
|
2023
Q1 | $127K | Buy |
9,199
+60
| +0.7% | +$826 | 0.05% | 150 |
|
|
2022
Q4 | $124K | Buy |
9,139
+82
| +0.9% | +$1.12K | 0.06% | 131 |
|
|
2022
Q3 | $119K | Buy |
9,057
+45
| +0.5% | +$591 | 0.05% | 147 |
|
|
2022
Q2 | $128K | Buy |
+9,012
| New | +$128K | 0.06% | 144 |
|