Sightline Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $114K | Sell |
13,099
-3,482
| -21% | -$30.3K | 0.06% | 87 |
|
|
2025
Q1 | $145K | Buy |
16,581
+121
| +0.7% | +$1.06K | 0.08% | 77 |
|
|
2024
Q4 | $141K | Buy |
16,460
+230
| +1% | +$1.98K | 0.08% | 84 |
|
|
2024
Q3 | $146K | Buy |
16,230
+160
| +1% | +$1.44K | 0.08% | 79 |
|
|
2024
Q2 | $139K | Buy |
16,070
+162
| +1% | +$1.4K | 0.09% | 78 |
|
|
2024
Q1 | $139K | Buy |
15,908
+158
| +1% | +$1.38K | 0.09% | 71 |
|
|
2023
Q4 | $135K | Sell |
15,750
-1,633
| -9% | -$14K | 0.1% | 66 |
|
|
2023
Q3 | $144K | Buy |
17,383
+186
| +1% | +$1.54K | 0.13% | 62 |
|
|
2023
Q2 | $152K | Hold |
17,197
| – | – | 0.15% | 54 |
|
|
2023
Q1 | $152K | Buy |
17,197
+80
| +0.5% | +$705 | 0.15% | 53 |
|
|
2022
Q4 | $147K | Buy |
17,117
+3,386
| +25% | +$29.1K | 0.16% | 57 |
|
|
2022
Q3 | $117K | Buy |
13,731
+56
| +0.4% | +$477 | 0.14% | 48 |
|
|
2022
Q2 | $121K | Buy |
13,675
+54
| +0.4% | +$478 | 0.12% | 49 |
|
|
2022
Q1 | $130K | Sell |
13,621
-3,276
| -19% | -$31.3K | 0.11% | 53 |
|
|
2021
Q4 | $176K | Buy |
16,897
+46
| +0.3% | +$479 | 0.16% | 53 |
|
|
2021
Q3 | $191K | Sell |
16,851
-327
| -2% | -$3.71K | 0.16% | 50 |
|
|
2021
Q2 | $198K | Buy |
17,178
+96
| +0.6% | +$1.11K | 0.16% | 51 |
|
|
2021
Q1 | $190K | Buy |
17,082
+96
| +0.6% | +$1.07K | 0.18% | 48 |
|
|
2020
Q4 | $189K | Buy |
+16,986
| New | +$189K | 0.19% | 52 |
|