Gerber Kawasaki Wealth & Investment Management’s Nuveen Taxable Municipal Income Fund NBB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $415K | Sell |
26,215
-1,743
| -6% | -$27.6K | 0.02% | 221 |
|
2025
Q1 | $448K | Buy |
27,958
+5,359
| +24% | +$85.9K | 0.02% | 200 |
|
2024
Q4 | $339K | Sell |
22,599
-852
| -4% | -$12.8K | 0.01% | 219 |
|
2024
Q3 | $390K | Buy |
23,451
+1,509
| +7% | +$25.1K | 0.02% | 205 |
|
2024
Q2 | $340K | Buy |
21,942
+588
| +3% | +$9.12K | 0.02% | 207 |
|
2024
Q1 | $327K | Buy |
21,354
+1,642
| +8% | +$25.2K | 0.02% | 213 |
|
2023
Q4 | $311K | Buy |
19,712
+2,551
| +15% | +$40.3K | 0.02% | 202 |
|
2023
Q3 | $249K | Buy |
17,161
+1,471
| +9% | +$21.4K | 0.02% | 216 |
|
2023
Q2 | $246K | Buy |
15,690
+4,155
| +36% | +$65.2K | 0.02% | 222 |
|
2023
Q1 | $186K | Buy |
+11,535
| New | +$186K | 0.01% | 235 |
|
2022
Q1 | – | Sell |
-51,685
| Closed | -$1.17M | – | 275 |
|
2021
Q4 | $1.17M | Buy |
51,685
+51,648
| +139,589% | +$1.17M | 0.09% | 98 |
|
2021
Q3 | $37K | Sell |
37
-60,148
| -100% | -$60.1M | ﹤0.01% | 363 |
|
2021
Q2 | $1.41M | Sell |
60,185
-10,600
| -15% | -$248K | 0.14% | 87 |
|
2021
Q1 | $1.6M | Buy |
70,785
+7,150
| +11% | +$162K | 0.19% | 80 |
|
2020
Q4 | $1.51M | Buy |
63,635
+8,035
| +14% | +$191K | 0.21% | 68 |
|
2020
Q3 | $1.25M | Buy |
55,600
+14,100
| +34% | +$316K | 0.27% | 55 |
|
2020
Q2 | $891K | Buy |
41,500
+6,800
| +20% | +$146K | 0.2% | 69 |
|
2020
Q1 | $664K | Buy |
34,700
+4,654
| +15% | +$89.1K | 0.19% | 72 |
|
2019
Q4 | $656K | Buy |
30,046
+2,050
| +7% | +$44.8K | 0.17% | 72 |
|
2019
Q3 | $624K | Buy |
+27,996
| New | +$624K | 0.18% | 66 |
|