Kerntke Otto McGlone Wealth Management Group’s Nuveen AMT-Free Municipal Credit Income Fund NVG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-171,396
| Closed | -$3.06M | – | 101 |
|
|
2021
Q2 | $3.06M | Sell |
171,396
-7,610
| -4% | -$136K | 1.22% | 23 |
|
|
2021
Q1 | $3.03M | Sell |
179,006
-776
| -0.4% | -$13.1K | 1.59% | 19 |
|
|
2020
Q4 | $3.02M | Buy |
179,782
+3,982
| +2% | +$66.8K | 1.78% | 18 |
|
|
2020
Q3 | $2.75M | Buy |
175,800
+19,945
| +13% | +$312K | 2.02% | 15 |
|
|
2020
Q2 | $2.38M | Buy |
155,855
+16,241
| +12% | +$248K | 2.17% | 13 |
|
|
2020
Q1 | $2.05M | Buy |
139,614
+9,718
| +7% | +$143K | 2.3% | 13 |
|
|
2019
Q4 | $2.17M | Buy |
+129,896
| New | +$2.17M | 1.83% | 15 |
|