Primoris Wealth Advisors’s Nuveen Municipal Credit Income Fund NZF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $724K | Sell |
60,755
-5,000
| -8% | -$59.6K | 0.49% | 47 |
|
|
2025
Q1 | $804K | Hold |
65,755
| – | – | 0.62% | 42 |
|
|
2024
Q4 | $800K | Buy |
65,755
+1,000
| +2% | +$12.2K | 0.61% | 40 |
|
|
2024
Q3 | $848K | Buy |
64,755
+17,825
| +38% | +$234K | 0.62% | 46 |
|
|
2024
Q2 | $580K | Buy |
46,930
+8,500
| +22% | +$105K | 0.46% | 59 |
|
|
2024
Q1 | $470K | Buy |
38,430
+7,500
| +24% | +$91.8K | 0.38% | 61 |
|
|
2023
Q4 | $366K | Hold |
30,930
| – | – | 0.34% | 64 |
|
|
2023
Q3 | $323K | Buy |
30,930
+2,500
| +9% | +$26.1K | 0.39% | 55 |
|
|
2023
Q2 | $331K | Buy |
28,430
+18,196
| +178% | +$212K | 0.36% | 51 |
|
|
2023
Q1 | $122K | Hold |
10,234
| – | – | 0.15% | 65 |
|
|
2022
Q4 | $124K | Hold |
10,234
| – | – | 0.19% | 59 |
|
|
2022
Q3 | $117K | Hold |
10,234
| – | – | 0.21% | 58 |
|
|
2022
Q2 | $129K | Buy |
+10,234
| New | +$129K | 0.19% | 74 |
|