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

IBEX Wealth 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	-19,367	Closed	-$252K	–	190
2022 Q1	$252K	Buy	19,367 +3,247	+20%	+$45.5K	0.05%	144
2021 Q4	$252K	Hold	16,120	–	–	0.04%	159
2021 Q3	$255K	Hold	16,120	–	–	0.05%	155
2021 Q2	$280K	Hold	16,120	–	–	0.06%	149
2021 Q1	$270K	Hold	16,120	–	–	0.07%	108
2020 Q4	$263K	Buy	16,120 +2,206	+16%	+$33.5K	0.07%	101
2020 Q3	$204K	Hold	13,914	–	–	0.06%	95
2020 Q2	$202K	Buy	+13,914	New	+$188K	0.06%	98

Other funds holding NEV

BCMLT

Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $567M AUM 16.01% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

IBEX Wealth Advisors's NEV Position: Q2 2022 in Review

IBEX Wealth Advisors sold out of NUVEEN ENHANCED MUNICIPAL VALUE FUND (NEV) in Q2 2022, closing a stake of 19,367 shares — an estimated $252K sold.

IBEX Wealth Advisors first reported a position in NEV in Q2 2020 and held it in 8 quarters. The position peaked at $280K in Q2 2021. 2 funds tracked by Wall St. Rank hold NEV as of Q2 2022.

IBEX Wealth Advisors reported no remaining NUVEEN ENHANCED MUNICIPAL VALUE FUND position as of Q2 2022 after selling out during the quarter.
IBEX Wealth Advisors sold 19,367 NUVEEN ENHANCED MUNICIPAL VALUE FUND shares in Q2 2022, an estimated $252K.
IBEX Wealth Advisors first reported a position in NUVEEN ENHANCED MUNICIPAL VALUE FUND in Q2 2020 and held it in 8 quarters.
IBEX Wealth Advisors's NUVEEN ENHANCED MUNICIPAL VALUE FUND position peaked at $280K in Q2 2021.
2 funds tracked by Wall St. Rank held NUVEEN ENHANCED MUNICIPAL VALUE FUND as of Q2 2022.

Based on IBEX Wealth Advisors's 13F filing for Q2 2022, filed 16 Aug 2022.