Spire Wealth Management’s Nuveen AMT-Free Municipal Value Fund NUW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,000
| Closed | -$27K | – | 2556 |
|
|
2022
Q4 | $27K | Hold |
2,000
| – | – | ﹤0.01% | 1245 |
|
|
2022
Q3 | $26K | Hold |
2,000
| – | – | ﹤0.01% | 1227 |
|
|
2022
Q2 | $28K | Hold |
2,000
| – | – | ﹤0.01% | 1531 |
|
|
2022
Q1 | $30K | Hold |
2,000
| – | – | ﹤0.01% | 1638 |
|
|
2021
Q4 | $33K | Sell |
2,000
-2,000
| -50% | -$33K | ﹤0.01% | 1908 |
|
|
2021
Q3 | $68K | Hold |
4,000
| – | – | ﹤0.01% | 1351 |
|
|
2021
Q2 | $69K | Hold |
4,000
| – | – | ﹤0.01% | 1348 |
|
|
2021
Q1 | $66K | Buy |
+4,000
| New | +$66K | ﹤0.01% | 1582 |
|