Regal Investment Advisors’s Nuveen Municipal Value Fund NUV Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q1 | – | Sell |
-37,228
| Closed | -$413K | – | 291 |
|
2020
Q4 | $413K | Buy |
+37,228
| New | +$413K | 0.05% | 313 |
|
2020
Q3 | – | Sell |
-26,954
| Closed | -$275K | – | 182 |
|
2020
Q2 | $275K | Buy |
+26,954
| New | +$275K | 0.05% | 259 |
|
2020
Q1 | – | Sell |
-12,915
| Closed | -$138K | – | 211 |
|
2019
Q4 | $138K | Sell |
12,915
-55
| -0.4% | -$588 | 0.02% | 329 |
|
2019
Q3 | $136K | Buy |
+12,970
| New | +$136K | 0.03% | 302 |
|