IFP Advisors’s Nuveen Municipal Value Fund NUV Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $182K | Buy |
20,941
+44
| +0.2% | +$382 | 0.01% | 1314 |
|
2025
Q1 | $183K | Buy |
20,897
+144
| +0.7% | +$1.26K | 0.01% | 1216 |
|
2024
Q4 | $178K | Buy |
20,753
+275
| +1% | +$2.36K | 0.01% | 1177 |
|
2024
Q3 | $185K | Buy |
20,478
+370
| +2% | +$3.34K | 0.01% | 1132 |
|
2024
Q2 | $174K | Buy |
20,108
+193
| +1% | +$1.67K | 0.01% | 1110 |
|
2024
Q1 | $173K | Buy |
19,915
+18,764
| +1,630% | +$163K | 0.01% | 1065 |
|
2023
Q4 | $9.9K | Sell |
1,151
-4,946
| -81% | -$42.6K | ﹤0.01% | 2190 |
|
2023
Q3 | $50.4K | Buy |
6,097
+49
| +0.8% | +$405 | ﹤0.01% | 1549 |
|
2023
Q2 | $52.6K | Buy |
6,048
+48
| +0.8% | +$418 | ﹤0.01% | 1580 |
|
2023
Q1 | $57.4K | Buy |
6,000
+4,334
| +260% | +$41.4K | ﹤0.01% | 1506 |
|
2022
Q4 | $16K | Sell |
1,666
-18,500
| -92% | -$178K | ﹤0.01% | 3074 |
|
2022
Q3 | $192K | Hold |
20,166
| – | – | 0.01% | 1436 |
|
2022
Q2 | $192K | Hold |
20,166
| – | – | 0.01% | 1304 |
|
2022
Q1 | $192K | Buy |
+20,166
| New | +$192K | 0.01% | 1304 |
|
2019
Q1 | $18K | Sell |
1,780
-23,249
| -93% | -$235K | ﹤0.01% | 1391 |
|
2018
Q4 | $232K | Sell |
25,029
-9,920
| -28% | -$92K | 0.01% | 805 |
|
2018
Q3 | $327K | Buy |
34,949
+13,391
| +62% | +$125K | 0.01% | 841 |
|
2018
Q2 | $206K | Buy |
21,558
+29
| +0.1% | +$277 | 0.01% | 1042 |
|
2018
Q1 | $218K | Hold |
21,529
| – | – | 0.01% | 950 |
|
2017
Q4 | $218K | Sell |
21,529
-1,320
| -6% | -$13.4K | 0.01% | 948 |
|
2017
Q3 | $234K | Sell |
22,849
-792
| -3% | -$8.11K | 0.01% | 1053 |
|
2017
Q2 | $235K | Sell |
23,641
-1,008
| -4% | -$10K | 0.01% | 1024 |
|
2017
Q1 | $241K | Buy |
24,649
+13
| +0.1% | +$127 | 0.01% | 1025 |
|
2016
Q4 | $236K | Sell |
24,636
-2,736
| -10% | -$26.2K | 0.01% | 969 |
|
2016
Q3 | $290K | Sell |
27,372
-2,105
| -7% | -$22.3K | 0.02% | 822 |
|
2016
Q2 | $319K | Buy |
29,477
+27,697
| +1,556% | +$300K | 0.02% | 762 |
|
2016
Q1 | $18K | Sell |
1,780
-36,598
| -95% | -$370K | ﹤0.01% | 1391 |
|
2015
Q4 | $391K | Buy |
+38,378
| New | +$391K | 0.03% | 556 |
|