Herold Advisors’s Nuveen New York Municipal Value Fund NNY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $220K | Buy |
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|
2025
Q1 | $223K | Sell |
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|
2024
Q4 | $236K | Sell |
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|
2024
Q3 | $273K | Buy |
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|
2024
Q2 | $263K | Buy |
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|
2024
Q1 | $238K | Buy |
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|
2023
Q4 | $236K | Buy |
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|
2023
Q3 | $207K | Buy |
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|
2023
Q2 | $218K | Buy |
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|
2023
Q1 | $216K | Buy |
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|
2022
Q4 | $204K | Buy |
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|
2022
Q3 | $191K | Buy |
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|
2022
Q2 | $198K | Buy |
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|
2022
Q1 | $210K | Buy |
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|
2021
Q4 | $229K | Buy |
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|
2021
Q3 | $232K | Buy |
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