Spire Wealth Management’s Nuveen AMT-Free Municipal Credit Income Fund NVG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$259K	Buy	21,000 +1,000	+5%	+$12.8K	0.01%	705
2025 Q4	$253K	Buy	20,000 +3,500	+21%	+$43.9K	0.01%	732
2025 Q3	$203K	Buy	16,500 +4,500	+38%	+$53.5K	0.01%	781
2025 Q2	$143K	Buy	12,000 +1,000	+9%	+$11.8K	0.01%	855
2025 Q1	$136K	Sell	11,000 -4,000	-27%	-$50.1K	﹤0.01%	930
2024 Q4	$184K	Buy	+15,000	New	+$193K	0.01%	847
2022 Q2	–	Sell	-22,549	Closed	-$334K	–	2785
2022 Q1	$334K	Buy	22,549 +2	+0%	+$31	0.01%	693
2021 Q4	$404K	Buy	22,547 +5	+0%	+$87	0.01%	776
2021 Q3	$387K	Buy	22,542 +2	+0%	+$36	0.01%	677
2021 Q2	$403K	Sell	22,540 -189	-0.8%	-$3.28K	0.01%	680
2021 Q1	$384K	Buy	+22,729	New	+$379K	0.01%	762