Institute for Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-11,967
| Closed | -$122K | – | 458 |
|
|
2019
Q2 | $122K | Hold |
11,967
| – | – | 0.03% | 457 |
|
|
2019
Q1 | $120K | Buy |
+11,967
| New | +$120K | 0.03% | 431 |
|
|
2018
Q1 | – | Sell |
-18,135
| Closed | -$184K | – | 353 |
|
|
2017
Q4 | $184K | Sell |
18,135
-5,800
| -24% | -$58.8K | 0.04% | 365 |
|
|
2017
Q3 | $244K | Buy |
23,935
+5,800
| +32% | +$59.1K | 0.08% | 236 |
|
|
2017
Q2 | $181K | Buy |
+18,135
| New | +$181K | 0.05% | 384 |
|