Evoke Wealth’s Nuveen AMT-Free Municipal Credit Income Fund NVG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$323K	Hold	26,000	–	–	0.01%	521
2025 Q4	$329K	Sell	26,000 -3,000	-10%	-$37.6K	0.01%	498
2025 Q3	$359K	Hold	29,000	–	–	0.01%	457
2025 Q2	$348K	Hold	29,000	–	–	0.01%	424
2025 Q1	$361K	Hold	29,000	–	–	0.01%	325
2024 Q4	$356K	Hold	29,000	–	–	0.01%	314
2024 Q3	$391K	Hold	29,000	–	–	0.01%	294
2024 Q2	$364K	Hold	29,000	–	–	0.53%	51
2024 Q1	$354K	Hold	29,000	–	–	0.01%	305
2023 Q4	$343K	Hold	29,000	–	–	0.69%	43
2023 Q3	$300K	Sell	29,000 -890	-3%	-$10K	0.01%	294
2023 Q2	$351K	Sell	29,890 -5,000	-14%	-$58.1K	0.01%	261
2023 Q1	$412K	Hold	34,890	–	–	0.02%	235
2022 Q4	$424K	Sell	34,890 -3,803	-10%	-$44.6K	0.02%	232
2022 Q3	$454K	Buy	38,693 +38	+0.1%	+$518	0.02%	219
2022 Q2	$509K	Sell	38,655 -1,945	-5%	-$26.3K	0.02%	212
2022 Q1	$603K	Buy	40,600 +40	+0.1%	+$629	0.02%	214
2021 Q4	$727K	Buy	40,560 +6,560	+19%	+$114K	0.02%	208
2021 Q3	$585K	Sell	34,000 -6,900	-17%	-$123K	0.02%	217
2021 Q2	$733K	Hold	40,900	–	–	0.03%	202
2021 Q1	$694K	Sell	40,900 -2,650	-6%	-$44.2K	0.03%	183
2020 Q4	$731K	Buy	43,550 +6,580	+18%	+$106K	0.05%	119
2020 Q3	$581K	Buy	36,970 +4,710	+15%	+$73.8K	0.05%	120
2020 Q2	$495K	Hold	32,260	–	–	0.05%	114
2020 Q1	$476K	Sell	32,260 -8,141	-20%	-$131K	0.07%	103
2019 Q4	$673K	Buy	40,401 +5,281	+15%	+$86.9K	0.09%	108
2019 Q3	$590K	Buy	+35,120	New	+$577K	0.07%	136