Pathstone Family Office’s Nuveen New York Municipal Value Fund NNY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q1
Sell
2020
Q4
$103K Buy
2020
Q3
$34K Hold
2020
Q2
$32K Hold
2020
Q1
$32K Hold
2019
Q4
$350K Sell
2019
Q3
$39K Hold
2019
Q2
$38K Hold
2019
Q1
$38K Buy