PWA
NEV

Primoris Wealth Advisors’s NUVEEN ENHANCED MUNICIPAL VALUE FUND NEV Stock Holding History

Primoris Wealth Advisors’s Portfolio NEV Stock Details NEV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-11,000
Closed -$143K – 90
2022
Q1 		$143K Hold
11,000
– – 0.13% 75
2021
Q4 		$173K Buy
+11,000
New +$171K 0.14% 84

Other funds holding NEV

BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $567M AUM 16.01% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Primoris Wealth Advisors's NEV Position: Q2 2022 in Review

Primoris Wealth Advisors sold out of NUVEEN ENHANCED MUNICIPAL VALUE FUND (NEV) in Q2 2022, closing a stake of 11,000 shares — an estimated $143K sold.

Primoris Wealth Advisors first reported a position in NEV in Q4 2021 and held it in 2 quarters. The position peaked at $173K in Q4 2021. 2 funds tracked by Wall St. Rank hold NEV as of Q2 2022.

  • Primoris Wealth Advisors reported no remaining NUVEEN ENHANCED MUNICIPAL VALUE FUND position as of Q2 2022 after selling out during the quarter.
  • Primoris Wealth Advisors sold 11,000 NUVEEN ENHANCED MUNICIPAL VALUE FUND shares in Q2 2022, an estimated $143K.
  • Primoris Wealth Advisors first reported a position in NUVEEN ENHANCED MUNICIPAL VALUE FUND in Q4 2021 and held it in 2 quarters.
  • Primoris Wealth Advisors's NUVEEN ENHANCED MUNICIPAL VALUE FUND position peaked at $173K in Q4 2021.
  • 2 funds tracked by Wall St. Rank held NUVEEN ENHANCED MUNICIPAL VALUE FUND as of Q2 2022.

Based on Primoris Wealth Advisors's 13F filing for Q2 2022, filed 29 Jul 2022.