Melfa Wealth Management’s Nuveen AMT-Free Municipal Value Fund NUW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$472K	Buy	32,935 +6	+0%	+$86	0.27%	84
2025 Q4	$471K	Buy	32,929 +12	+0%	+$171	0.27%	88
2025 Q3	$467K	Buy	32,917 +9	+0%	+$124	0.27%	88
2025 Q2	$450K	Buy	32,908 +10	+0%	+$136	0.28%	85
2025 Q1	$452K	Sell	32,898 -2,094	-6%	-$28.9K	0.31%	82
2024 Q4	$475K	Buy	34,992 +11	+0%	+$153	0.32%	83
2024 Q3	$497K	Buy	34,981 +8	+0%	+$112	0.33%	81
2024 Q2	$485K	Buy	34,973 +8	+0%	+$108	0.34%	75
2024 Q1	$472K	Buy	34,965 +5	+0%	+$69	0.34%	76
2023 Q4	$477K	Buy	34,960 +47	+0.1%	+$619	0.45%	57
2023 Q3	$468K	Buy	34,913 +58	+0.2%	+$785	0.51%	54
2023 Q2	$479K	Buy	34,855 +22	+0.1%	+$303	0.49%	56
2023 Q1	$480K	Sell	34,833 -897	-3%	-$12.5K	0.48%	56
2022 Q4	$486K	Buy	+35,730	New	+$480K	0.51%	54