OFG
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OTA Financial Group’s Nuveen AMT-Free Municipal Credit Income Fund NVG Stock Holding History

OTA Financial Group’s Portfolio NVG Stock Details NVG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-24,574
Closed -$289K – 26
2023
Q1 		$289K Buy
+24,574
New +$295K 0.25% 41
2022
Q4 		– Sell
-18,952
Closed -$221K – 93
2022
Q3 		$221K Buy
+18,952
New +$258K 0.19% 96
2018
Q4 		– Sell
-65,128
Closed -$950K – 75
2018
Q3 		$950K Hold
65,128
– – 0.39% 27
2018
Q2 		$950K Buy
+65,128
New +$959K 0.36% 30
2017
Q4 		– Sell
-48,853
Closed -$751K – 76
2017
Q3 		$751K Buy
+48,853
New +$755K 0.41% 29
2013
Q4 		– Sell
-20,933
Closed -$265 – 133
2013
Q3 		$265 Sell
20,933
-10,470
-33% -$131K 0.15% 61
2013
Q2 		$419K Buy
+31,403
New +$452K 0.19% 59

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