SVWAG
NKG

Sound View Wealth Advisors Group’s Nuveen Georgia Quality Municipal Income Fund NKG Stock Holding History

Sound View Wealth Advisors Group’s Portfolio NKG Stock Details NKG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-17,150
Closed -$174K – 379
2023
Q1 		$174K Buy
+17,150
New +$174K 0.02% 355
2021
Q4 		– Sell
-16,580
Closed -$225K – 300
2021
Q3 		$225K Hold
16,580
– – 0.05% 272
2021
Q2 		$232K Hold
16,580
– – 0.05% 261
2021
Q1 		$216K Sell
16,580
-4,000
-19% -$51.7K 0.05% 252
2020
Q4 		$269K Hold
20,580
– – 0.07% 216
2020
Q3 		$251K Hold
20,580
– – 0.07% 216
2020
Q2 		$251K Hold
20,580
– – 0.07% 203
2020
Q1 		$244K Hold
20,580
– – 0.08% 182
2019
Q4 		$260K Hold
20,580
– – 0.07% 208
2019
Q3 		$255K Hold
20,580
– – 0.08% 213
2019
Q2 		$255K Buy
+20,580
New +$250K 0.08% 217

Sound View Wealth Advisors Group's NKG Position: Q2 2023 in Review

Sound View Wealth Advisors Group sold out of Nuveen Georgia Quality Municipal Income Fund (NKG) in Q2 2023, closing a stake of 17,150 shares — an estimated $174K sold.

Sound View Wealth Advisors Group first reported a position in NKG in Q2 2019 and held it in 11 quarters. The position peaked at $269K in Q4 2020. 0 funds tracked by Wall St. Rank hold NKG as of Q2 2023.

  • Sound View Wealth Advisors Group reported no remaining Nuveen Georgia Quality Municipal Income Fund position as of Q2 2023 after selling out during the quarter.
  • Sound View Wealth Advisors Group sold 17,150 Nuveen Georgia Quality Municipal Income Fund shares in Q2 2023, an estimated $174K.
  • Sound View Wealth Advisors Group first reported a position in Nuveen Georgia Quality Municipal Income Fund in Q2 2019 and held it in 11 quarters.
  • Sound View Wealth Advisors Group's Nuveen Georgia Quality Municipal Income Fund position peaked at $269K in Q4 2020.
  • 0 funds tracked by Wall St. Rank held Nuveen Georgia Quality Municipal Income Fund as of Q2 2023.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2023, filed 8 Aug 2023.