Kingsview Wealth Management’s Nuveen Taxable Municipal Income Fund NBB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-10,957
| Closed | -$219K | – | 885 |
|
2022
Q1 | $219K | Sell |
10,957
-1,823
| -14% | -$36.4K | 0.01% | 793 |
|
2021
Q4 | $290K | Sell |
12,780
-143
| -1% | -$3.25K | 0.01% | 733 |
|
2021
Q3 | $296K | Buy |
12,923
+736
| +6% | +$16.9K | 0.01% | 686 |
|
2021
Q2 | $284K | Buy |
12,187
+1,014
| +9% | +$23.6K | 0.01% | 710 |
|
2021
Q1 | $251K | Buy |
11,173
+2,260
| +25% | +$50.8K | 0.01% | 697 |
|
2020
Q4 | $212K | Buy |
+8,913
| New | +$212K | 0.02% | 639 |
|
2020
Q3 | – | Sell |
-22,601
| Closed | -$485K | – | 635 |
|
2020
Q2 | $485K | Buy |
+22,601
| New | +$485K | 0.05% | 331 |
|