Mascoma Wealth Management’s Nuveen Municipal Value Fund NUV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $51.2K | Hold |
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|
2025
Q2 | $49.6K | Hold |
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|
2025
Q1 | $50K | Hold |
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|
2024
Q4 | $49K | Hold |
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|
2024
Q3 | $51.5K | Hold |
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|
2024
Q2 | $49.2K | Hold |
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|
2024
Q1 | $49.7K | Sell |
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|
2023
Q4 | $195K | Hold |
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|
2023
Q3 | $188K | Hold |
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|
2023
Q2 | $195K | Sell |
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|
2023
Q1 | $203K | Sell |
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|
2022
Q4 | $202K | Hold |
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|
2022
Q3 | $199K | Sell |
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|
2022
Q2 | $228K | Buy |
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|
2022
Q1 | $230K | Hold |
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|
2021
Q4 | $249K | Hold |
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|
2021
Q3 | $271K | Hold |
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|
2021
Q2 | $276K | Hold |
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|
2021
Q1 | $267K | Hold |
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|
2020
Q4 | $266K | Buy |
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|
2019
Q3 | $317K | Hold |
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|
2019
Q2 | $307K | Hold |
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|
2019
Q1 | $302K | Hold |
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|
2018
Q4 | $280K | Sell |
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|
2018
Q3 | $412K | Sell |
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|
2018
Q2 | $560K | Buy |
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|
2018
Q1 | $513K | Buy |
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|
2017
Q4 | $517K | Sell |
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|
2017
Q3 | $690K | Buy |
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|
2017
Q2 | $447K | Buy |
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