Dynamic Advisor Solutions’s Nuveen AMT-Free Municipal Value Fund NUW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $558K | Hold |
40,772
| – | – | 0.02% | 579 |
|
|
2025
Q1 | $560K | Hold |
40,772
| – | – | 0.02% | 554 |
|
|
2024
Q4 | $554K | Buy |
+40,772
| New | +$554K | 0.02% | 413 |
|
|
2021
Q4 | – | Sell |
-10,277
| Closed | -$175K | – | 763 |
|
|
2021
Q3 | $175K | Buy |
10,277
+90
| +0.9% | +$1.53K | 0.01% | 706 |
|
|
2021
Q2 | $176K | Buy |
+10,187
| New | +$176K | 0.01% | 691 |
|