Realta Investment Advisors’s Nuveen New York Municipal Value Fund NNY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $143K | Hold |
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|
2025
Q2 | $141K | Buy |
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|
2025
Q1 | $83.6K | Hold |
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|
2024
Q4 | $82.7K | Hold |
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|
2024
Q3 | $86.2K | Sell |
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|
2024
Q2 | $233K | Hold |
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|
2024
Q1 | $234K | Hold |
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|
2023
Q4 | $233K | Hold |
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|
2023
Q3 | $238K | Hold |
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|
2023
Q2 | $238K | Hold |
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|
2023
Q1 | $245K | Hold |
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|
2022
Q4 | $232K | Hold |
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|
2022
Q3 | $230K | Hold |
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|
2022
Q2 | $241K | Hold |
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|
2022
Q1 | $254K | Hold |
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|
2021
Q4 | $277K | Hold |
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|
2021
Q3 | $282K | Hold |
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|
2021
Q2 | $283K | Buy |
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|
2021
Q1 | $103K | Buy |
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