IWA
IBEX Wealth Advisors’s Nuveen AMT-Free Municipal Credit Income Fund NVG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $266K | Sell |
22,317
-1,949
| -8% | -$23.3K | 0.03% | 177 |
|
|
2025
Q1 | $300K | Buy |
24,266
+4,361
| +22% | +$54K | 0.04% | 116 |
|
|
2024
Q4 | $244K | Buy |
+19,905
| New | +$244K | 0.03% | 191 |
|
|
2023
Q1 | – | Sell |
-50,253
| Closed | -$610K | – | 145 |
|
|
2022
Q4 | $610K | Sell |
50,253
-3,281
| -6% | -$39.8K | 0.14% | 111 |
|
|
2022
Q3 | $625K | Sell |
53,534
-205
| -0.4% | -$2.39K | 0.16% | 97 |
|
|
2022
Q2 | $705K | Sell |
53,739
-12,590
| -19% | -$165K | 0.16% | 104 |
|
|
2022
Q1 | $981K | Buy |
66,329
+4,521
| +7% | +$66.9K | 0.19% | 103 |
|
|
2021
Q4 | $1.11M | Buy |
61,808
+3,535
| +6% | +$63.4K | 0.2% | 109 |
|
|
2021
Q3 | $999K | Buy |
58,273
+290
| +0.5% | +$4.97K | 0.19% | 110 |
|
|
2021
Q2 | $1.04M | Sell |
57,983
-2,118
| -4% | -$37.8K | 0.21% | 109 |
|
|
2021
Q1 | $1.02M | Sell |
60,101
-1,465
| -2% | -$24.8K | 0.25% | 98 |
|
|
2020
Q4 | $1.03M | Buy |
61,566
+4,736
| +8% | +$79.5K | 0.27% | 90 |
|
|
2020
Q3 | $890K | Buy |
56,830
+350
| +0.6% | +$5.48K | 0.26% | 84 |
|
|
2020
Q2 | $863K | Buy |
56,480
+7,218
| +15% | +$110K | 0.28% | 82 |
|
|
2020
Q1 | $723K | Sell |
49,262
-1,294
| -3% | -$19K | 0.28% | 77 |
|
|
2019
Q4 | $843K | Buy |
50,556
+464
| +0.9% | +$7.74K | 0.26% | 86 |
|
|
2019
Q3 | $838K | Buy |
50,092
+338
| +0.7% | +$5.65K | 0.28% | 85 |
|
|
2019
Q2 | $789K | Buy |
49,754
+405
| +0.8% | +$6.42K | 0.23% | 107 |
|
|
2019
Q1 | $746K | Sell |
49,349
-16,150
| -25% | -$244K | 0.26% | 91 |
|
|
2018
Q4 | $916K | Sell |
65,499
-23,678
| -27% | -$331K | 0.42% | 59 |
|
|
2018
Q3 | $1.31M | Sell |
89,177
-1,373
| -2% | -$20.1K | 0.47% | 69 |
|
|
2018
Q2 | $1.32M | Sell |
90,550
-23,567
| -21% | -$343K | 0.53% | 69 |
|
|
2018
Q1 | $1.62M | Buy |
+114,117
| New | +$1.62M | 0.66% | 61 |
|
|
2017
Q4 | – | Sell |
-97,896
| Closed | -$1.51M | – | 118 |
|
|
2017
Q3 | $1.51M | Buy |
97,896
+8,636
| +10% | +$134K | 0.56% | 64 |
|
|
2017
Q2 | $1.36M | Buy |
+89,260
| New | +$1.36M | 0.53% | 68 |
|
|
2017
Q1 | – | Sell |
-83,669
| Closed | -$1.21M | – | 269 |
|
|
2016
Q4 | $1.21M | Buy |
83,669
+13,147
| +19% | +$191K | 0.58% | 59 |
|
|
2016
Q3 | $1.13M | Buy |
+70,522
| New | +$1.13M | 0.62% | 56 |
|