Mascoma Wealth Management’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
Q2 | $9.53K | Hold |
799
| – | – | ﹤0.01% | 329 |
|
|
2025
Q1 | $9.89K | Hold |
799
| – | – | ﹤0.01% | 330 |
|
|
2024
Q4 | $9.8K | Hold |
799
| – | – | ﹤0.01% | 352 |
|
|
2024
Q3 | $10.7K | Hold |
799
| – | – | ﹤0.01% | 321 |
|
|
2024
Q2 | $9.96K | Hold |
799
| – | – | ﹤0.01% | 335 |
|
|
2024
Q1 | $9.71K | Sell |
799
-5,000
| -86% | -$60.8K | ﹤0.01% | 316 |
|
|
2023
Q4 | $68.5K | Hold |
5,799
| – | – | 0.02% | 158 |
|
|
2023
Q3 | $59.8K | Hold |
5,799
| – | – | 0.02% | 169 |
|
|
2023
Q2 | $66.3K | Sell |
5,799
-1,170
| -17% | -$13.4K | 0.02% | 166 |
|
|
2023
Q1 | $82.2K | Hold |
6,969
| – | – | 0.02% | 185 |
|
|
2022
Q4 | $84.6K | Hold |
6,969
| – | – | 0.03% | 181 |
|
|
2022
Q3 | $81K | Hold |
6,969
| – | – | 0.03% | 184 |
|
|
2022
Q2 | $91K | Buy |
6,969
+799
| +13% | +$10.4K | 0.03% | 178 |
|
|
2022
Q1 | $91K | Hold |
6,170
| – | – | 0.03% | 195 |
|
|
2021
Q4 | $111K | Hold |
6,170
| – | – | 0.04% | 156 |
|
|
2021
Q3 | $106K | Buy |
+6,170
| New | +$106K | 0.04% | 148 |
|
|
2021
Q2 | – | Sell |
-6,170
| Closed | -$104K | – | 336 |
|
|
2021
Q1 | $104K | Buy |
+6,170
| New | +$104K | 0.04% | 149 |
|
|
2019
Q3 | – | Sell |
-6,170
| Closed | -$98K | – | 257 |
|
|
2019
Q2 | $98K | Hold |
6,170
| – | – | 0.06% | 117 |
|
|
2019
Q1 | $93K | Hold |
6,170
| – | – | 0.06% | 111 |
|
|
2018
Q4 | $86K | Hold |
6,170
| – | – | 0.07% | 111 |
|
|
2018
Q3 | $90K | Hold |
6,170
| – | – | 0.06% | 130 |
|
|
2018
Q2 | $90K | Buy |
6,170
+1,170
| +23% | +$17.1K | 0.06% | 117 |
|
|
2018
Q1 | $73K | Hold |
5,000
| – | – | 0.05% | 125 |
|
|
2017
Q4 | $72K | Buy |
5,000
+3,200
| +178% | +$46.1K | 0.04% | 127 |
|
|
2017
Q3 | $28K | Hold |
1,800
| – | – | 0.02% | 196 |
|
|
2017
Q2 | $27K | Buy |
+1,800
| New | +$27K | 0.02% | 205 |
|