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ORG Wealth Partners’s Nuveen Municipal Value Fund NUV Stock Holding History

ORG Wealth Partners’s Portfolio NUV Stock Details NUV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$129K Sell
14,773
-5,149
-26% -$45K 0.03% 212
2025
Q1 		$175K Buy
19,922
+17,447
+705% +$153K 0.05% 199
2024
Q4 		$21.3K Hold
2,475
– – 0.01% 333
2024
Q3 		$22.3K Buy
+2,475
New +$22.3K 0.01% 325