Patriot Financial Group Insurance Agency’s Nuveen AMT-Free Municipal Credit Income Fund NVG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $165K | Buy |
13,858
+1,024
| +8% | +$12.2K | 0.02% | 505 |
|
|
2025
Q1 | $159K | Buy |
12,834
+15
| +0.1% | +$186 | 0.02% | 467 |
|
|
2024
Q4 | $157K | Buy |
12,819
+330
| +3% | +$4.05K | 0.02% | 453 |
|
|
2024
Q3 | $167K | Buy |
+12,489
| New | +$167K | 0.02% | 475 |
|
|
2023
Q3 | – | Sell |
-11,544
| Closed | -$135K | – | 479 |
|
|
2023
Q2 | $135K | Buy |
11,544
+12
| +0.1% | +$140 | 0.03% | 445 |
|
|
2023
Q1 | $136K | Sell |
11,532
-1,739
| -13% | -$20.5K | 0.03% | 432 |
|
|
2022
Q4 | $161K | Sell |
13,271
-223
| -2% | -$2.71K | 0.02% | 399 |
|
|
2022
Q3 | $157K | Buy |
13,494
+30
| +0.2% | +$349 | 0.04% | 373 |
|
|
2022
Q2 | $177K | Sell |
13,464
-1,286
| -9% | -$16.9K | 0.04% | 404 |
|
|
2022
Q1 | $218K | Sell |
14,750
-2,743
| -16% | -$40.5K | 0.04% | 396 |
|
|
2021
Q4 | $314K | Buy |
17,493
+2,625
| +18% | +$47.1K | 0.05% | 337 |
|
|
2021
Q3 | $255K | Sell |
14,868
-718
| -5% | -$12.3K | 0.05% | 388 |
|
|
2021
Q2 | $278K | Sell |
15,586
-316
| -2% | -$5.64K | 0.05% | 354 |
|
|
2021
Q1 | $269K | Buy |
15,902
+209
| +1% | +$3.54K | 0.06% | 320 |
|
|
2020
Q4 | $263K | Buy |
15,693
+355
| +2% | +$5.95K | 0.07% | 284 |
|
|
2020
Q3 | $240K | Buy |
15,338
+32
| +0.2% | +$501 | 0.08% | 238 |
|
|
2020
Q2 | $234K | Sell |
15,306
-2,323
| -13% | -$35.5K | 0.09% | 208 |
|
|
2020
Q1 | $259K | Buy |
17,629
+100
| +0.6% | +$1.47K | 0.12% | 180 |
|
|
2019
Q4 | $292K | Buy |
17,529
+17,029
| +3,406% | +$284K | 0.11% | 171 |
|
|
2019
Q3 | $8K | Hold |
500
| – | – | ﹤0.01% | 847 |
|
|
2019
Q2 | $8K | Sell |
500
-500
| -50% | -$8K | ﹤0.01% | 854 |
|
|
2019
Q1 | $15K | Buy |
1,000
+500
| +100% | +$7.5K | 0.01% | 621 |
|
|
2018
Q4 | $7K | Buy |
+500
| New | +$7K | ﹤0.01% | 680 |
|