DW30
Drucker Wealth 3.0’s Nuveen New York Municipal Value Fund NNY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-12,500
| Closed | -$103K | – | 225 |
|
|
2025
Q1 | $103K | Hold |
12,500
| – | – | 0.02% | 153 |
|
|
2024
Q4 | $101K | Hold |
12,500
| – | – | 0.02% | 144 |
|
|
2024
Q3 | $108K | Hold |
12,500
| – | – | 0.03% | 148 |
|
|
2024
Q2 | $104K | Buy |
+12,500
| New | +$104K | 0.03% | 148 |
|