Melfa Wealth Management’s Nuveen AMT-Free Municipal Value Fund NUW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $450K | Buy |
32,908
+10
| +0% | +$137 | 0.28% | 85 |
|
|
2025
Q1 | $452K | Sell |
32,898
-2,094
| -6% | -$28.8K | 0.31% | 82 |
|
|
2024
Q4 | $475K | Buy |
34,992
+11
| +0% | +$149 | 0.32% | 83 |
|
|
2024
Q3 | $497K | Buy |
34,981
+8
| +0% | +$114 | 0.33% | 81 |
|
|
2024
Q2 | $485K | Buy |
34,973
+8
| +0% | +$111 | 0.34% | 75 |
|
|
2024
Q1 | $472K | Buy |
34,965
+5
| +0% | +$68 | 0.34% | 76 |
|
|
2023
Q4 | $477K | Buy |
34,960
+47
| +0.1% | +$641 | 0.45% | 57 |
|
|
2023
Q3 | $468K | Buy |
34,913
+58
| +0.2% | +$777 | 0.51% | 54 |
|
|
2023
Q2 | $479K | Buy |
34,855
+22
| +0.1% | +$302 | 0.49% | 56 |
|
|
2023
Q1 | $480K | Sell |
34,833
-897
| -3% | -$12.4K | 0.48% | 56 |
|
|
2022
Q4 | $486K | Buy |
+35,730
| New | +$486K | 0.51% | 54 |
|