Schwarz Dygos Wheeler Investment Advisors’s Nuveen Select Maturities Municipal Fund NIM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $362K | Buy |
39,945
+1,421
| +4% | +$12.9K | 0.08% | 123 |
|
|
2025
Q1 | $359K | Buy |
38,524
+3,594
| +10% | +$33.5K | 0.09% | 120 |
|
|
2024
Q4 | $304K | Buy |
34,930
+1,030
| +3% | +$8.97K | 0.07% | 127 |
|
|
2024
Q3 | $314K | Hold |
33,900
| – | – | 0.08% | 118 |
|
|
2024
Q2 | $306K | Hold |
33,900
| – | – | 0.08% | 117 |
|
|
2024
Q1 | $305K | Buy |
33,900
+1,500
| +5% | +$13.5K | 0.09% | 121 |
|
|
2023
Q4 | $286K | Hold |
32,400
| – | – | 0.09% | 122 |
|
|
2023
Q3 | $274K | Buy |
32,400
+3,000
| +10% | +$25.4K | 0.09% | 113 |
|
|
2023
Q2 | $265K | Hold |
29,400
| – | – | 0.09% | 120 |
|
|
2023
Q1 | $271K | Hold |
29,400
| – | – | 0.1% | 111 |
|
|
2022
Q4 | $266K | Buy |
29,400
+3,300
| +13% | +$29.9K | 0.1% | 105 |
|
|
2022
Q3 | $231K | Hold |
26,100
| – | – | 0.1% | 101 |
|
|
2022
Q2 | $240K | Hold |
26,100
| – | – | 0.1% | 109 |
|
|
2022
Q1 | $250K | Hold |
26,100
| – | – | 0.08% | 114 |
|
|
2021
Q4 | $279K | Hold |
26,100
| – | – | 0.09% | 112 |
|
|
2021
Q3 | $283K | Hold |
26,100
| – | – | 0.1% | 109 |
|
|
2021
Q2 | $286K | Hold |
26,100
| – | – | 0.1% | 104 |
|
|
2021
Q1 | $279K | Hold |
26,100
| – | – | 0.12% | 99 |
|
|
2020
Q4 | $279K | Hold |
26,100
| – | – | 0.13% | 88 |
|
|
2020
Q3 | $274K | Hold |
26,100
| – | – | 0.16% | 77 |
|
|
2020
Q2 | $268K | Buy |
26,100
+8,250
| +46% | +$84.7K | 0.17% | 69 |
|
|
2020
Q1 | $174K | Hold |
17,850
| – | – | 0.15% | 76 |
|
|
2019
Q4 | $187K | Hold |
17,850
| – | – | 0.13% | 81 |
|
|
2019
Q3 | $186K | Hold |
17,850
| – | – | 0.15% | 77 |
|
|
2019
Q2 | $186K | Hold |
17,850
| – | – | 0.15% | 77 |
|
|
2019
Q1 | $178K | Hold |
17,850
| – | – | 0.15% | 73 |
|
|
2018
Q4 | $171K | Buy |
+17,850
| New | +$171K | 0.18% | 64 |
|