Kingsview 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 | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | – | Sell |
-14,197
| Closed | -$120K | – | 886 |
|
2022
Q3 | $120K | Hold |
14,197
| – | – | 0.01% | 790 |
|
2022
Q2 | $127K | Sell |
14,197
-7,363
| -34% | -$65.9K | 0.01% | 782 |
|
2022
Q1 | $207K | Buy |
21,560
+475
| +2% | +$4.55K | 0.01% | 808 |
|
2021
Q4 | $219K | Hold |
21,085
| – | – | 0.01% | 819 |
|
2021
Q3 | $239K | Hold |
21,085
| – | – | 0.01% | 753 |
|
2021
Q2 | $244K | Hold |
21,085
| – | – | 0.01% | 768 |
|
2021
Q1 | $235K | Hold |
21,085
| – | – | 0.01% | 718 |
|
2020
Q4 | $234K | Hold |
21,085
| – | – | 0.02% | 609 |
|
2020
Q3 | $225K | Hold |
21,085
| – | – | 0.02% | 547 |
|
2020
Q2 | $215K | Hold |
21,085
| – | – | 0.02% | 518 |
|
2020
Q1 | $206K | Hold |
21,085
| – | – | 0.03% | 426 |
|
2019
Q4 | $226K | Buy |
+21,085
| New | +$226K | 0.03% | 423 |
|