Moneta Group Investment Advisors’s Nuveen Municipal Value Fund NUV Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | – | Sell |
-10,165
| Closed | -$86K | – | 465 |
|
2022
Q3 | $86K | Sell |
10,165
-249
| -2% | -$2.11K | ﹤0.01% | 416 |
|
2022
Q2 | $93K | Buy |
10,414
+393
| +4% | +$3.51K | ﹤0.01% | 452 |
|
2022
Q1 | $96K | Sell |
10,021
-2,792
| -22% | -$26.7K | ﹤0.01% | 434 |
|
2021
Q4 | $133K | Buy |
+12,813
| New | +$133K | 0.01% | 463 |
|
2019
Q2 | – | Sell |
-1,900
| Closed | -$19K | – | 269 |
|
2019
Q1 | $19K | Buy |
+1,900
| New | +$19K | ﹤0.01% | 250 |
|