HA
NEV

Herold Advisors’s NUVEEN ENHANCED MUNICIPAL VALUE FUND NEV Stock Holding History

Herold Advisors’s Portfolio NEV Stock Details NEV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-500
Closed -$6.51K – 724
2022
Q1 		$6.51K Buy
+500
New +$7K ﹤0.01% 652
2021
Q4 		– Sell
-500
Closed -$7K – 701
2021
Q3 		$7K Buy
+500
New +$8.41K ﹤0.01% 640

Other funds holding NEV

BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $567M AUM 16.01% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Herold Advisors's NEV Position: Q2 2022 in Review

Herold Advisors sold out of NUVEEN ENHANCED MUNICIPAL VALUE FUND (NEV) in Q2 2022, closing a stake of 500 shares — an estimated $6.51K sold.

Herold Advisors first reported a position in NEV in Q3 2021 and held it in 2 quarters. The position peaked at $7K in Q3 2021. 2 funds tracked by Wall St. Rank hold NEV as of Q2 2022.

  • Herold Advisors reported no remaining NUVEEN ENHANCED MUNICIPAL VALUE FUND position as of Q2 2022 after selling out during the quarter.
  • Herold Advisors sold 500 NUVEEN ENHANCED MUNICIPAL VALUE FUND shares in Q2 2022, an estimated $6.51K.
  • Herold Advisors first reported a position in NUVEEN ENHANCED MUNICIPAL VALUE FUND in Q3 2021 and held it in 2 quarters.
  • Herold Advisors's NUVEEN ENHANCED MUNICIPAL VALUE FUND position peaked at $7K in Q3 2021.
  • 2 funds tracked by Wall St. Rank held NUVEEN ENHANCED MUNICIPAL VALUE FUND as of Q2 2022.

Based on Herold Advisors's 13F filing for Q2 2022, filed 15 Jul 2022.