Plante Moran Financial Advisors’s Nuveen Municipal Value Fund NUV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-2,527
| Closed | -$20.9K | – | 888 |
|
|
2023
Q3 | $20.9K | Hold |
2,527
| – | – | ﹤0.01% | 427 |
|
|
2023
Q2 | $22K | Buy |
2,527
+8
| +0.3% | +$70 | ﹤0.01% | 425 |
|
|
2023
Q1 | $22.2K | Buy |
2,519
+132
| +6% | +$1.16K | ﹤0.01% | 425 |
|
|
2022
Q4 | $20.5K | Buy |
2,387
+23
| +1% | +$198 | ﹤0.01% | 452 |
|
|
2022
Q3 | $20K | Sell |
2,364
-1,920
| -45% | -$16.2K | ﹤0.01% | 465 |
|
|
2022
Q2 | $38K | Buy |
4,284
+20
| +0.5% | +$177 | 0.01% | 348 |
|
|
2022
Q1 | $41K | Buy |
4,264
+318
| +8% | +$3.06K | 0.01% | 362 |
|
|
2021
Q4 | $41K | Buy |
3,946
+15
| +0.4% | +$156 | 0.01% | 404 |
|
|
2021
Q3 | $45K | Buy |
3,931
+113
| +3% | +$1.29K | 0.01% | 405 |
|
|
2021
Q2 | $44K | Buy |
3,818
+348
| +10% | +$4.01K | 0.01% | 403 |
|
|
2021
Q1 | $39K | Buy |
3,470
+623
| +22% | +$7K | 0.01% | 412 |
|
|
2020
Q4 | $32K | Buy |
+2,847
| New | +$32K | 0.01% | 434 |
|
|
2020
Q2 | – | Sell |
-12,600
| Closed | -$123K | – | 837 |
|
|
2020
Q1 | $123K | Buy |
+12,600
| New | +$123K | 0.06% | 168 |
|