LPL Financial’s Nuveen New York Municipal Value Fund NNY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $581K | Buy |
|
|||||
|
2025
Q1 | $589K | Buy |
|
|||||
|
2024
Q4 | $399K | Sell |
|
|||||
|
2024
Q3 | $464K | Buy |
|
|||||
|
2024
Q2 | $444K | Buy |
|
|||||
|
2024
Q1 | $416K | Sell |
|
|||||
|
2023
Q4 | $421K | Sell |
|
|||||
|
2023
Q3 | $421K | Buy |
|
|||||
|
2023
Q2 | $442K | Buy |
|
|||||
|
2023
Q1 | $352K | Buy |
|
|||||
|
2022
Q4 | $314K | Buy |
|
|||||
|
2022
Q3 | $307K | Buy |
|
|||||
|
2022
Q2 | $319K | Buy |
|
|||||
|
2022
Q1 | $336K | Sell |
|
|||||
|
2021
Q4 | $387K | Sell |
|
|||||
|
2021
Q3 | $406K | Buy |
|
|||||
|
2021
Q2 | $406K | Buy |
|
|||||
|
2016
Q2 | – | Sell |
|
|||||
|
2016
Q1 | $102K | Hold |
|
|||||
|
2015
Q4 | $101K | Buy |
|
|||||
|
2013
Q4 | – | Sell |
|
|||||
|
2013
Q3 | $125K | Buy |
|
|||||
|
2013
Q2 | $131K | Buy |
|