Plante Moran Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-306
| Closed | -$3.75K | – | 922 |
|
|
2024
Q4 | $3.75K | Buy |
+306
| New | +$3.75K | ﹤0.01% | 727 |
|
|
2022
Q3 | – | Sell |
-3,521
| Closed | -$46K | – | 1017 |
|
|
2022
Q2 | $46K | Hold |
3,521
| – | – | 0.01% | 324 |
|
|
2022
Q1 | $52K | Sell |
3,521
-1,000
| -22% | -$14.8K | 0.01% | 327 |
|
|
2021
Q4 | $81K | Sell |
4,521
-5,295
| -54% | -$94.9K | 0.01% | 281 |
|
|
2021
Q3 | $168K | Buy |
9,816
+5,295
| +117% | +$90.6K | 0.04% | 210 |
|
|
2021
Q2 | $81K | Hold |
4,521
| – | – | 0.02% | 280 |
|
|
2021
Q1 | $76K | Buy |
4,521
+1,000
| +28% | +$16.8K | 0.02% | 287 |
|
|
2020
Q4 | $59K | Buy |
+3,521
| New | +$59K | 0.02% | 326 |
|
|
2018
Q4 | – | Sell |
-12,352
| Closed | -$180K | – | 939 |
|
|
2018
Q3 | $180K | Hold |
12,352
| – | – | 0.06% | 159 |
|
|
2018
Q2 | $180K | Hold |
12,352
| – | – | 0.09% | 172 |
|
|
2018
Q1 | $179K | Hold |
12,352
| – | – | 0.1% | 162 |
|
|
2017
Q4 | $191K | Hold |
12,352
| – | – | 0.11% | 145 |
|
|
2017
Q3 | $190K | Hold |
12,352
| – | – | 0.11% | 137 |
|
|
2017
Q2 | $187K | Hold |
12,352
| – | – | 0.12% | 128 |
|
|
2017
Q1 | $181K | Hold |
12,352
| – | – | 0.11% | 134 |
|
|
2016
Q4 | $179K | Hold |
12,352
| – | – | 0.11% | 133 |
|
|
2016
Q3 | $198K | Sell |
12,352
-1,029
| -8% | -$16.5K | 0.13% | 120 |
|
|
2016
Q2 | $218K | Buy |
+13,381
| New | +$218K | 0.16% | 108 |
|
|
2013
Q4 | – | Sell |
-1,046
| Closed | -$13K | – | 703 |
|
|
2013
Q3 | $13K | Hold |
1,046
| – | – | 0.01% | 350 |
|
|
2013
Q2 | $14K | Buy |
+1,046
| New | +$14K | 0.01% | 290 |
|