Northwestern Mutual 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 | $59.2K | Hold |
4,331
| – | – | ﹤0.01% | 2188 |
|
2025
Q1 | $59.5K | Hold |
4,331
| – | – | ﹤0.01% | 2120 |
|
2024
Q4 | $58.8K | Hold |
4,331
| – | – | ﹤0.01% | 2124 |
|
2024
Q3 | $61.6K | Hold |
4,331
| – | – | ﹤0.01% | 2080 |
|
2024
Q2 | $60.1K | Buy |
4,331
+3,331
| +333% | +$46.2K | ﹤0.01% | 2021 |
|
2024
Q1 | $13.5K | Buy |
1,000
+697
| +230% | +$9.41K | ﹤0.01% | 2531 |
|
2023
Q4 | $4.13K | Buy |
303
+4
| +1% | +$55 | ﹤0.01% | 2915 |
|
2023
Q3 | $4.01K | Buy |
299
+212
| +244% | +$2.84K | ﹤0.01% | 2809 |
|
2023
Q2 | $1.2K | Sell |
87
-537
| -86% | -$7.4K | ﹤0.01% | 3064 |
|
2023
Q1 | $8.59K | Buy |
624
+3
| +0.5% | +$41 | ﹤0.01% | 2557 |
|
2022
Q4 | $8.45K | Buy |
621
+8
| +1% | +$109 | ﹤0.01% | 2565 |
|
2022
Q3 | $8K | Buy |
613
+3
| +0.5% | +$39 | ﹤0.01% | 2536 |
|
2022
Q2 | $9K | Buy |
+610
| New | +$9K | ﹤0.01% | 2557 |
|
2020
Q4 | – | Sell |
-764
| Closed | -$12K | – | 2813 |
|
2020
Q3 | $12K | Hold |
764
| – | – | ﹤0.01% | 1944 |
|
2020
Q2 | $12K | Sell |
764
-1,300
| -63% | -$20.4K | ﹤0.01% | 1861 |
|
2020
Q1 | $32K | Buy |
2,064
+1,300
| +170% | +$20.2K | ﹤0.01% | 1550 |
|
2019
Q4 | $12K | Hold |
764
| – | – | ﹤0.01% | 1885 |
|
2019
Q3 | $13K | Hold |
764
| – | – | ﹤0.01% | 1856 |
|
2019
Q2 | $13K | Hold |
764
| – | – | ﹤0.01% | 1873 |
|
2019
Q1 | $12K | Hold |
764
| – | – | ﹤0.01% | 1895 |
|
2018
Q4 | $11K | Hold |
764
| – | – | ﹤0.01% | 1800 |
|
2018
Q3 | $11K | Hold |
764
| – | – | ﹤0.01% | 1902 |
|
2018
Q2 | $12K | Hold |
764
| – | – | ﹤0.01% | 1783 |
|
2018
Q1 | $12K | Hold |
764
| – | – | ﹤0.01% | 1702 |
|
2017
Q4 | $13K | Hold |
764
| – | – | ﹤0.01% | 1643 |
|
2017
Q3 | $13K | Sell |
764
-7,187
| -90% | -$122K | ﹤0.01% | 1581 |
|
2017
Q2 | $136K | Sell |
7,951
-2,060
| -21% | -$35.2K | ﹤0.01% | 784 |
|
2017
Q1 | $171K | Sell |
10,011
-22,951
| -70% | -$392K | ﹤0.01% | 687 |
|
2016
Q4 | $536K | Buy |
+32,962
| New | +$536K | 0.01% | 435 |
|
2016
Q3 | – | Sell |
-25,809
| Closed | -$491K | – | 1073 |
|
2016
Q2 | $491K | Buy |
25,809
+2,014
| +8% | +$38.3K | 0.01% | 405 |
|
2016
Q1 | $428K | Buy |
23,795
+1,709
| +8% | +$30.7K | 0.01% | 421 |
|
2015
Q4 | $394K | Buy |
22,086
+1,965
| +10% | +$35.1K | 0.01% | 395 |
|
2015
Q3 | $345K | Buy |
20,121
+1,880
| +10% | +$32.2K | 0.01% | 402 |
|
2015
Q2 | $295K | Buy |
18,241
+44
| +0.2% | +$712 | 0.01% | 411 |
|
2015
Q1 | $317K | Buy |
18,197
+13,559
| +292% | +$236K | 0.01% | 380 |
|
2014
Q4 | $81K | Buy |
+4,638
| New | +$81K | ﹤0.01% | 562 |
|
2014
Q2 | – | Sell |
-1,220
| Closed | -$20K | – | 1353 |
|
2014
Q1 | $20K | Buy |
+1,220
| New | +$20K | ﹤0.01% | 760 |
|