Marshall & Sterling Wealth Advisors’s Nuveen New York Municipal Value Fund NNY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$454K	Sell	56,006 -20,023	-26%	-$162K	0.31%	56
2025 Q1	$628K	Buy	76,029 +2,494	+3%	+$20.6K	0.43%	43
2024 Q4	$591K	Buy	+73,535	New	+$591K	0.41%	46