Spire Wealth Management’s Nuveen New York Municipal Value Fund NNY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.21K | Hold |
519
| – | – | ﹤0.01% | 1997 |
|
|
2025
Q1 | $4.29K | Hold |
519
| – | – | ﹤0.01% | 2101 |
|
|
2024
Q4 | $4.17K | Hold |
519
| – | – | ﹤0.01% | 2095 |
|
|
2024
Q3 | $4.47K | Hold |
519
| – | – | ﹤0.01% | 1845 |
|
|
2024
Q2 | $4.3K | Hold |
519
| – | – | ﹤0.01% | 1866 |
|
|
2024
Q1 | $4.32K | Hold |
519
| – | – | ﹤0.01% | 1965 |
|
|
2023
Q4 | $4.26K | Hold |
519
| – | – | ﹤0.01% | 2000 |
|
|
2023
Q3 | $4.16K | Hold |
519
| – | – | ﹤0.01% | 1977 |
|
|
2023
Q2 | $4.39K | Hold |
519
| – | – | ﹤0.01% | 2035 |
|
|
2023
Q1 | $4.53K | Hold |
519
| – | – | ﹤0.01% | 2056 |
|
|
2022
Q4 | $4K | Hold |
519
| – | – | ﹤0.01% | 1909 |
|
|
2022
Q3 | $4K | Hold |
519
| – | – | ﹤0.01% | 1807 |
|
|
2022
Q2 | $4K | Hold |
519
| – | – | ﹤0.01% | 2202 |
|
|
2022
Q1 | $5K | Hold |
519
| – | – | ﹤0.01% | 2241 |
|
|
2021
Q4 | $5K | Hold |
519
| – | – | ﹤0.01% | 2569 |
|
|
2021
Q3 | $5K | Hold |
519
| – | – | ﹤0.01% | 2284 |
|
|
2021
Q2 | $5K | Buy |
+519
| New | +$5K | ﹤0.01% | 2317 |
|