McGlone Suttner 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
Q1 | – | Sell |
-11,984
| Closed | -$147K | – | 201 |
|
|
2024
Q4 | $147K | Sell |
11,984
-3,921
| -25% | -$48.1K | 0.02% | 175 |
|
|
2024
Q3 | $213K | Sell |
15,905
-23,444
| -60% | -$314K | 0.04% | 162 |
|
|
2024
Q2 | $465K | Buy |
39,349
+15,397
| +64% | +$182K | 0.1% | 86 |
|
|
2024
Q1 | $291K | Sell |
23,952
-15,397
| -39% | -$187K | 0.05% | 137 |
|
|
2023
Q4 | $465K | Sell |
39,349
-8,756
| -18% | -$103K | 0.09% | 86 |
|
|
2023
Q3 | $496K | Sell |
48,105
-9,745
| -17% | -$100K | 0.11% | 74 |
|
|
2023
Q2 | $677K | Sell |
57,850
-16,741
| -22% | -$196K | 0.15% | 65 |
|
|
2023
Q1 | $879K | Sell |
74,591
-4,296
| -5% | -$50.6K | 0.23% | 47 |
|
|
2022
Q4 | $958K | Buy |
+78,887
| New | +$958K | 0.3% | 45 |
|