SSWM
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Sheets Smith Wealth Management’s Nuveen Municipal Value Fund NUV Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
-67,742
Closed -$611K 390
2024
Q3
$611K Buy
67,742
+53,072
+362% +$479K 0.07% 222
2024
Q2
$127K Buy
+14,670
New +$127K 0.02% 366