Steward Partners Investment Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $47.6K | Buy |
3,480
+24
| +0.7% | +$328 | ﹤0.01% | 2507 |
|
|
2025
Q1 | $47.5K | Buy |
3,456
+93
| +3% | +$1.28K | ﹤0.01% | 2411 |
|
|
2024
Q4 | $45.7K | Buy |
3,363
+29
| +0.9% | +$394 | ﹤0.01% | 2386 |
|
|
2024
Q3 | $47.4K | Buy |
3,334
+148
| +5% | +$2.1K | ﹤0.01% | 2256 |
|
|
2024
Q2 | $44.2K | Buy |
3,186
+19
| +0.6% | +$264 | ﹤0.01% | 2161 |
|
|
2024
Q1 | $42.8K | Sell |
3,167
-1,339
| -30% | -$18.1K | ﹤0.01% | 2191 |
|
|
2023
Q4 | $61.4K | Buy |
+4,506
| New | +$61.4K | ﹤0.01% | 1891 |
|
|
2022
Q1 | – | Sell |
-3,633
| Closed | -$60K | – | 3342 |
|
|
2021
Q4 | $60K | Hold |
3,633
| – | – | ﹤0.01% | 1819 |
|
|
2021
Q3 | $62K | Hold |
3,633
| – | – | ﹤0.01% | 1776 |
|
|
2021
Q2 | $63K | Sell |
3,633
-5,687
| -61% | -$98.6K | ﹤0.01% | 2860 |
|
|
2021
Q1 | $154K | Buy |
9,320
+5,687
| +157% | +$93.7K | ﹤0.01% | 1415 |
|
|
2020
Q4 | $60K | Hold |
3,633
| – | – | ﹤0.01% | 1584 |
|
|
2020
Q3 | $58K | Sell |
3,633
-1,755
| -33% | -$28K | ﹤0.01% | 1438 |
|
|
2020
Q2 | $84K | Hold |
5,388
| – | – | ﹤0.01% | 1218 |
|
|
2020
Q1 | $84K | Hold |
5,388
| – | – | ﹤0.01% | 1061 |
|
|
2019
Q4 | $87K | Hold |
5,388
| – | – | ﹤0.01% | 1181 |
|
|
2019
Q3 | $89K | Hold |
5,388
| – | – | ﹤0.01% | 1134 |
|
|
2019
Q2 | $90K | Buy |
+5,388
| New | +$90K | ﹤0.01% | 1101 |
|