SWM
Selective Wealth Management’s Nuveen AMT-Free Municipal Credit Income Fund NVG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-6,877
| Closed | -$80K | – | 527 |
|
|
2022
Q3 | $80K | Hold |
6,877
| – | – | 0.03% | 236 |
|
|
2022
Q2 | $90K | Hold |
6,877
| – | – | 0.03% | 234 |
|
|
2022
Q1 | $102K | Hold |
6,877
| – | – | 0.04% | 207 |
|
|
2021
Q4 | $123K | Hold |
6,877
| – | – | 0.05% | 174 |
|
|
2021
Q3 | $118K | Hold |
6,877
| – | – | 0.06% | 155 |
|
|
2021
Q2 | $123K | Hold |
6,877
| – | – | 0.1% | 97 |
|
|
2021
Q1 | $116K | Hold |
6,877
| – | – | 0.11% | 72 |
|
|
2020
Q4 | $115K | Hold |
6,877
| – | – | 0.07% | 71 |
|
|
2020
Q3 | $108K | Hold |
6,877
| – | – | 0.08% | 73 |
|
|
2020
Q2 | $105K | Hold |
6,877
| – | – | 0.09% | 73 |
|
|
2020
Q1 | $101K | Hold |
6,877
| – | – | 0.16% | 43 |
|
|
2019
Q4 | $115K | Sell |
6,877
-332
| -5% | -$5.55K | 0.14% | 44 |
|
|
2019
Q3 | $121K | Buy |
+7,209
| New | +$121K | 0.17% | 49 |
|
|
2018
Q3 | $105K | Buy |
+7,209
| New | +$105K | 1.26% | 22 |
|