Realta Investment Advisors’s Nuveen New York Municipal Value Fund 2 NYV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-11,334
| Closed | -$166K | – | 413 |
|
|
2021
Q1 | $166K | Buy |
+11,334
| New | +$166K | 0.04% | 361 |
|
|
2020
Q1 | – | Sell |
-4,653
| Closed | -$67K | – | 1636 |
|
|
2019
Q4 | $67K | Hold |
4,653
| – | – | 0.02% | 602 |
|
|
2019
Q3 | $66K | Hold |
4,653
| – | – | 0.02% | 600 |
|
|
2019
Q2 | $67K | Hold |
4,653
| – | – | 0.02% | 612 |
|
|
2019
Q1 | $65K | Buy |
+4,653
| New | +$65K | 0.03% | 489 |
|