Melfa Wealth Management’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 | $243K | Hold |
29,908
| – | – | 0.15% | 149 |
|
|
2025
Q1 | $247K | Hold |
29,908
| – | – | 0.17% | 143 |
|
|
2024
Q4 | $241K | Hold |
29,908
| – | – | 0.16% | 146 |
|
|
2024
Q3 | $258K | Hold |
29,908
| – | – | 0.17% | 137 |
|
|
2024
Q2 | $248K | Hold |
29,908
| – | – | 0.17% | 130 |
|
|
2024
Q1 | $249K | Hold |
29,908
| – | – | 0.18% | 128 |
|
|
2023
Q4 | $248K | Sell |
29,908
-1,500
| -5% | -$12.4K | 0.23% | 91 |
|
|
2023
Q3 | $252K | Hold |
31,408
| – | – | 0.27% | 87 |
|
|
2023
Q2 | $265K | Hold |
31,408
| – | – | 0.27% | 87 |
|
|
2023
Q1 | $274K | Hold |
31,408
| – | – | 0.27% | 86 |
|
|
2022
Q4 | $259K | Buy |
+31,408
| New | +$259K | 0.27% | 92 |
|