Lee Financial’s Nuveen AMT-Free Municipal Value Fund NUW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-28,871	Closed	-$392K	–	171
2024 Q4	$392K	Hold	28,871	–	–	0.06%	128
2024 Q3	$412K	Buy	+28,871	New	+$412K	0.06%	125