SVWAG
Sound View Wealth Advisors Group’s Nuveen Municipal Credit Income Fund NZF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $151K | Sell |
12,664
-372
| -3% | -$4.43K | 0.01% | 421 |
|
|
2025
Q1 | $159K | Sell |
13,036
-4,127
| -24% | -$50.5K | 0.01% | 403 |
|
|
2024
Q4 | $209K | Sell |
17,163
-573
| -3% | -$6.97K | 0.02% | 398 |
|
|
2024
Q3 | $232K | Buy |
+17,736
| New | +$232K | 0.02% | 377 |
|
|
2024
Q1 | – | Sell |
-17,736
| Closed | -$210K | – | 390 |
|
|
2023
Q4 | $210K | Buy |
17,736
+1,600
| +10% | +$18.9K | 0.02% | 365 |
|
|
2023
Q3 | $168K | Hold |
16,136
| – | – | 0.02% | 353 |
|
|
2023
Q2 | $188K | Buy |
+16,136
| New | +$188K | 0.02% | 354 |
|
|
2023
Q1 | – | Sell |
-17,736
| Closed | -$210K | – | 403 |
|
|
2022
Q4 | $210K | Buy |
+17,736
| New | +$210K | 0.02% | 365 |
|