SWM
Selective Wealth Management’s Nuveen Municipal Value Fund NUV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-5,544
| Closed | -$63K | – | 691 |
|
|
2021
Q3 | $63K | Hold |
5,544
| – | – | 0.03% | 234 |
|
|
2021
Q2 | $64K | Hold |
5,544
| – | – | 0.05% | 163 |
|
|
2021
Q1 | $62K | Hold |
5,544
| – | – | 0.06% | 112 |
|
|
2020
Q4 | $62K | Hold |
5,544
| – | – | 0.04% | 101 |
|
|
2020
Q3 | $59K | Hold |
5,544
| – | – | 0.05% | 89 |
|
|
2020
Q2 | $57K | Hold |
5,544
| – | – | 0.05% | 97 |
|
|
2020
Q1 | $54K | Hold |
5,544
| – | – | 0.08% | 57 |
|
|
2019
Q4 | $59K | Hold |
5,544
| – | – | 0.07% | 68 |
|
|
2019
Q3 | $58K | Buy |
+5,544
| New | +$58K | 0.08% | 70 |
|
|
2018
Q3 | $76K | Buy |
+8,144
| New | +$76K | 0.91% | 27 |
|