Kingswood Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-33,615
| Closed | -$412K | – | 799 |
|
|
2024
Q4 | $412K | Buy |
33,615
+8,000
| +31% | +$98.1K | 0.03% | 503 |
|
|
2024
Q3 | $343K | Sell |
25,615
-8,000
| -24% | -$107K | 0.02% | 543 |
|
|
2024
Q2 | $419K | Buy |
33,615
+908
| +3% | +$11.3K | 0.04% | 432 |
|
|
2024
Q1 | $397K | Buy |
32,707
+9,352
| +40% | +$114K | 0.05% | 403 |
|
|
2023
Q4 | $276K | Buy |
+23,355
| New | +$276K | 0.03% | 503 |
|