Realta Investment Advisors’s Nuveen AMT-Free Municipal Value Fund NUW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $326K | Hold |
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|
2025
Q2 | $315K | Buy |
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|
2025
Q1 | $157K | Hold |
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|
2024
Q4 | $156K | Hold |
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|
2024
Q3 | $163K | Sell |
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|
2024
Q2 | $346K | Buy |
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|
2024
Q1 | $336K | Buy |
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|
2023
Q4 | $339K | Sell |
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|
2023
Q3 | $347K | Hold |
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|
2023
Q2 | $347K | Buy |
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|
2023
Q1 | $348K | Sell |
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|
2022
Q4 | $367K | Sell |
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|
2022
Q3 | $360K | Buy |
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|
2022
Q2 | $385K | Buy |
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|
2022
Q1 | $393K | Buy |
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|
2021
Q4 | $405K | Hold |
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|
2021
Q3 | $416K | Hold |
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|
2021
Q2 | $422K | Hold |
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|
2021
Q1 | $402K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $45K | Hold |
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|
2019
Q3 | $44K | Hold |
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|
2019
Q2 | $45K | Hold |
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|
2019
Q1 | $43K | Buy |
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