Powell Investment 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
Q2 | $150K | Buy |
12,511
+45
| +0.4% | +$540 | 0.06% | 136 |
|
|
2025
Q1 | $155K | Sell |
12,466
-7,064
| -36% | -$88K | 0.08% | 119 |
|
|
2024
Q4 | $239K | Buy |
19,530
+54
| +0.3% | +$662 | 0.11% | 114 |
|
|
2024
Q3 | $262K | Buy |
19,476
+41
| +0.2% | +$552 | 0.12% | 100 |
|
|
2024
Q2 | $244K | Buy |
19,435
+31
| +0.2% | +$389 | 0.13% | 99 |
|
|
2024
Q1 | $237K | Sell |
19,404
-467
| -2% | -$5.7K | 0.13% | 101 |
|
|
2023
Q4 | $235K | Buy |
19,871
+33
| +0.2% | +$390 | 0.13% | 101 |
|
|
2023
Q3 | $205K | Buy |
19,838
+2,308
| +13% | +$23.9K | 0.12% | 105 |
|
|
2023
Q2 | $206K | Buy |
17,530
+4,297
| +32% | +$50.4K | 0.12% | 101 |
|
|
2023
Q1 | $156K | Buy |
13,233
+29
| +0.2% | +$343 | 0.09% | 105 |
|
|
2022
Q4 | $160K | Sell |
13,204
-39,268
| -75% | -$477K | 0.09% | 104 |
|
|
2022
Q3 | $616K | Buy |
52,472
+33
| +0.1% | +$387 | 0.4% | 41 |
|
|
2022
Q2 | $691K | Buy |
52,439
+33
| +0.1% | +$435 | 0.42% | 33 |
|
|
2022
Q1 | $779K | Buy |
52,406
+33
| +0.1% | +$491 | 0.45% | 33 |
|
|
2021
Q4 | $939K | Buy |
52,373
+27
| +0.1% | +$484 | 0.53% | 27 |
|
|
2021
Q3 | $901K | Buy |
52,346
+26
| +0% | +$448 | 0.56% | 25 |
|
|
2021
Q2 | $938K | Sell |
52,320
-21,998
| -30% | -$394K | 0.58% | 23 |
|
|
2021
Q1 | $1.26M | Buy |
74,318
+39
| +0.1% | +$662 | 0.82% | 18 |
|
|
2020
Q4 | $1.25M | Buy |
74,279
+28
| +0% | +$470 | 0.95% | 16 |
|
|
2020
Q3 | $1.17M | Buy |
74,251
+27
| +0% | +$425 | 1% | 16 |
|
|
2020
Q2 | $1.14M | Buy |
74,224
+30
| +0% | +$460 | 1.1% | 16 |
|
|
2020
Q1 | $1.09M | Buy |
74,194
+28
| +0% | +$413 | 1.32% | 15 |
|
|
2019
Q4 | $1.24M | Buy |
+74,166
| New | +$1.24M | 1.29% | 13 |
|