HWM
Howard Wealth Management’s Nuveen Municipal Value Fund NUV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-32,600
| Closed | -$287K | – | 106 |
|
|
2023
Q1 | $287K | Sell |
32,600
-36,005
| -52% | -$317K | 0.24% | 86 |
|
|
2022
Q4 | $590K | Sell |
68,605
-104,505
| -60% | -$899K | 0.48% | 54 |
|
|
2022
Q3 | $1.46M | Sell |
173,110
-1,850
| -1% | -$15.6K | 1.04% | 26 |
|
|
2022
Q2 | $1.56M | Sell |
174,960
-19,495
| -10% | -$174K | 1.65% | 17 |
|
|
2022
Q1 | $1.86M | Buy |
194,455
+85,840
| +79% | +$822K | 1.01% | 26 |
|
|
2021
Q4 | $1.13M | Sell |
108,615
-71,335
| -40% | -$740K | 0.59% | 46 |
|
|
2021
Q3 | $2.04M | Buy |
179,950
+13,515
| +8% | +$153K | 1.14% | 25 |
|
|
2021
Q2 | $1.92M | Buy |
166,435
+12,300
| +8% | +$142K | 1.06% | 26 |
|
|
2021
Q1 | $1.72M | Buy |
154,135
+40,345
| +35% | +$449K | 1% | 30 |
|
|
2020
Q4 | $1.26M | Buy |
113,790
+76,095
| +202% | +$845K | 0.79% | 35 |
|
|
2020
Q3 | $401K | Buy |
37,695
+17,080
| +83% | +$182K | 0.29% | 79 |
|
|
2020
Q2 | $210K | Buy |
+20,615
| New | +$210K | 0.17% | 104 |
|
|
2020
Q1 | – | Sell |
-2,725
| Closed | -$29K | – | 360 |
|
|
2019
Q4 | $29K | Buy |
+2,725
| New | +$29K | 0.02% | 244 |
|