Meridian 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-13,165
| Closed | -$136K | – | 608 |
|
|
2023
Q3 | $136K | Hold |
13,165
| – | – | 0.01% | 519 |
|
|
2023
Q2 | $154K | Hold |
13,165
| – | – | 0.01% | 521 |
|
|
2023
Q1 | $155K | Hold |
13,165
| – | – | 0.01% | 519 |
|
|
2022
Q4 | $160K | Sell |
13,165
-1,503
| -10% | -$18.2K | 0.02% | 498 |
|
|
2022
Q3 | $171K | Hold |
14,668
| – | – | 0.02% | 458 |
|
|
2022
Q2 | $192K | Buy |
14,668
+3
| +0% | +$39 | 0.02% | 516 |
|
|
2022
Q1 | $217K | Hold |
14,665
| – | – | 0.02% | 363 |
|
|
2021
Q4 | $263K | Hold |
14,665
| – | – | 0.03% | 339 |
|
|
2021
Q3 | $252K | Hold |
14,665
| – | – | 0.03% | 334 |
|
|
2021
Q2 | $262K | Buy |
14,665
+1,500
| +11% | +$26.8K | 0.03% | 324 |
|
|
2021
Q1 | $222K | Hold |
13,165
| – | – | 0.03% | 328 |
|
|
2020
Q4 | $220K | Buy |
+13,165
| New | +$220K | 0.03% | 305 |
|