SWM
Silverlake 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $837K | Buy |
70,179
+1,949
| +3% | +$23.3K | 0.24% | 115 |
|
|
2025
Q1 | $845K | Buy |
68,230
+8,604
| +14% | +$107K | 0.32% | 84 |
|
|
2024
Q4 | $731K | Buy |
59,626
+8,498
| +17% | +$104K | 0.28% | 92 |
|
|
2024
Q3 | $685K | Buy |
51,128
+12,334
| +32% | +$165K | 0.26% | 99 |
|
|
2024
Q2 | $483K | Buy |
38,794
+62
| +0.2% | +$773 | 0.2% | 123 |
|
|
2024
Q1 | $471K | Buy |
38,732
+6,536
| +20% | +$79.4K | 0.24% | 103 |
|
|
2023
Q4 | $381K | Buy |
+32,196
| New | +$381K | 0.21% | 131 |
|
|
2022
Q4 | – | Sell |
-14,790
| Closed | -$173K | – | 219 |
|
|
2022
Q3 | $173K | Buy |
14,790
+2,470
| +20% | +$28.8K | 0.12% | 187 |
|
|
2022
Q2 | $162K | Hold |
12,320
| – | – | 0.11% | 194 |
|
|
2022
Q1 | $182K | Hold |
12,320
| – | – | 0.1% | 211 |
|
|
2021
Q4 | $221K | Buy |
+12,320
| New | +$221K | 0.12% | 199 |
|