IWA
IVC Wealth Advisors’s Nuveen Municipal Value Fund NUV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $112K | Hold |
12,845
| – | – | 0.05% | 173 |
|
|
2025
Q1 | $113K | Hold |
12,845
| – | – | 0.06% | 162 |
|
|
2024
Q4 | $110K | Hold |
12,845
| – | – | 0.06% | 151 |
|
|
2024
Q3 | $116K | Hold |
12,845
| – | – | 0.06% | 163 |
|
|
2024
Q2 | $111K | Hold |
12,845
| – | – | 0.06% | 164 |
|
|
2024
Q1 | $112K | Hold |
12,845
| – | – | 0.06% | 161 |
|
|
2023
Q4 | $110K | Hold |
12,845
| – | – | 0.07% | 158 |
|
|
2023
Q3 | $106K | Hold |
12,845
| – | – | 0.07% | 148 |
|
|
2023
Q2 | $112K | Buy |
+12,845
| New | +$112K | 0.07% | 156 |
|
|
2021
Q2 | – | Sell |
-12,845
| Closed | -$143K | – | 135 |
|
|
2021
Q1 | $143K | Hold |
12,845
| – | – | 0.11% | 125 |
|
|
2020
Q4 | $143K | Buy |
+12,845
| New | +$143K | 0.14% | 111 |
|