Physician Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-26,822
| Closed | -$316K | – | 151 |
|
|
2023
Q2 | $316K | Hold |
26,822
| – | – | 0.08% | 104 |
|
|
2023
Q1 | $311K | Hold |
26,822
| – | – | 0.08% | 102 |
|
|
2022
Q4 | $340K | Hold |
26,822
| – | – | 0.09% | 99 |
|
|
2022
Q3 | $318K | Hold |
26,822
| – | – | 0.1% | 103 |
|
|
2022
Q2 | $380K | Hold |
26,822
| – | – | 0.11% | 99 |
|
|
2022
Q1 | $369K | Hold |
26,822
| – | – | 0.1% | 105 |
|
|
2021
Q4 | $461K | Hold |
26,822
| – | – | 0.12% | 91 |
|
|
2021
Q3 | $466K | Hold |
26,822
| – | – | 0.13% | 89 |
|
|
2021
Q2 | $466K | Hold |
26,822
| – | – | 0.13% | 87 |
|
|
2021
Q1 | $454K | Hold |
26,822
| – | – | 0.15% | 84 |
|
|
2020
Q4 | $444K | Hold |
26,822
| – | – | 0.15% | 85 |
|
|
2020
Q3 | $421K | Hold |
26,822
| – | – | 0.17% | 77 |
|
|
2020
Q2 | $436K | Hold |
26,822
| – | – | 0.18% | 75 |
|
|
2020
Q1 | $389K | Sell |
26,822
-265
| -1% | -$3.84K | 0.19% | 68 |
|
|
2019
Q4 | $453K | Hold |
27,087
| – | – | 0.2% | 65 |
|
|
2019
Q3 | $438K | Buy |
+27,087
| New | +$438K | 0.21% | 63 |
|