Hochman Cole Investment Advisors’s Nuveen AMT-Free Municipal Value Fund NUW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $330K | Sell |
19,326
-30,154
| -61% | -$515K | 0.13% | 98 |
|
|
2021
Q2 | $855K | Sell |
49,480
-5,405
| -10% | -$93.4K | 0.34% | 55 |
|
|
2021
Q1 | $905K | Sell |
54,885
-10,014
| -15% | -$165K | 0.38% | 47 |
|
|
2020
Q4 | $1.07M | Buy |
64,899
+4,236
| +7% | +$69.6K | 0.46% | 40 |
|
|
2020
Q3 | $969K | Buy |
60,663
+12,048
| +25% | +$192K | 0.48% | 42 |
|
|
2020
Q2 | $761K | Buy |
48,615
+24,285
| +100% | +$380K | 0.42% | 46 |
|
|
2020
Q1 | $381K | Buy |
+24,330
| New | +$381K | 0.26% | 66 |
|
|
2019
Q4 | – | Sell |
-12,427
| Closed | -$206K | – | 114 |
|
|
2019
Q3 | $206K | Sell |
12,427
-20,586
| -62% | -$341K | 0.13% | 107 |
|
|
2019
Q2 | $557K | Sell |
33,013
-4,526
| -12% | -$76.4K | 0.33% | 61 |
|
|
2019
Q1 | $599K | Sell |
37,539
-1,874
| -5% | -$29.9K | 0.36% | 56 |
|
|
2018
Q4 | $582K | Buy |
39,413
+11,290
| +40% | +$167K | 0.4% | 54 |
|
|
2018
Q3 | $415K | Buy |
+28,123
| New | +$415K | 0.26% | 62 |
|