Realta 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 | $186K | Buy |
+15,554
| New | +$186K | 0.07% | 181 |
|
|
2024
Q3 | – | Sell |
-18,068
| Closed | -$225K | – | 632 |
|
|
2024
Q2 | $225K | Hold |
18,068
| – | – | 0.04% | 367 |
|
|
2024
Q1 | $220K | Hold |
18,068
| – | – | 0.05% | 388 |
|
|
2023
Q4 | $214K | Buy |
18,068
+2,514
| +16% | +$29.7K | 0.05% | 394 |
|
|
2023
Q3 | $182K | Hold |
15,554
| – | – | 0.04% | 392 |
|
|
2023
Q2 | $182K | Hold |
15,554
| – | – | 0.04% | 405 |
|
|
2023
Q1 | $183K | Sell |
15,554
-125
| -0.8% | -$1.47K | 0.04% | 397 |
|
|
2022
Q4 | $190K | Buy |
15,679
+55
| +0.4% | +$668 | 0.05% | 398 |
|
|
2022
Q3 | $182K | Sell |
15,624
-422
| -3% | -$4.92K | 0.05% | 373 |
|
|
2022
Q2 | $214K | Buy |
16,046
+2
| +0% | +$27 | 0.05% | 341 |
|
|
2022
Q1 | $237K | Hold |
16,044
| – | – | 0.05% | 350 |
|
|
2021
Q4 | $288K | Sell |
16,044
-101
| -0.6% | -$1.81K | 0.06% | 323 |
|
|
2021
Q3 | $277K | Buy |
16,145
+67
| +0.4% | +$1.15K | 0.07% | 314 |
|
|
2021
Q2 | $287K | Hold |
16,078
| – | – | 0.07% | 296 |
|
|
2021
Q1 | $272K | Buy |
+16,078
| New | +$272K | 0.07% | 295 |
|
|
2020
Q1 | – | Sell |
-8,702
| Closed | -$141K | – | 1025 |
|
|
2019
Q4 | $141K | Buy |
+8,702
| New | +$141K | 0.04% | 419 |
|