SFWA
Summit Financial Wealth Advisors’s Nuveen Municipal Credit Income Fund NZF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-17,725
| Closed | -$210K | – | 141 |
|
|
2023
Q4 | $210K | Hold |
17,725
| – | – | 0.05% | 119 |
|
|
2023
Q3 | $192K | Sell |
17,725
-11,582
| -40% | -$126K | 0.05% | 115 |
|
|
2023
Q2 | $342K | Sell |
29,307
-371
| -1% | -$4.33K | 0.08% | 93 |
|
|
2023
Q1 | $355K | Hold |
29,678
| – | – | 0.08% | 97 |
|
|
2022
Q4 | $359K | Sell |
29,678
-3,500
| -11% | -$42.3K | 0.09% | 98 |
|
|
2022
Q3 | $356K | Sell |
33,178
-23,234
| -41% | -$249K | 0.1% | 85 |
|
|
2022
Q2 | $729K | Sell |
56,412
-12,481
| -18% | -$161K | 0.17% | 64 |
|
|
2022
Q1 | $1.01M | Sell |
68,893
-4,000
| -5% | -$58.5K | 0.2% | 53 |
|
|
2021
Q4 | $1.24M | Sell |
72,893
-1,704
| -2% | -$29K | 0.24% | 48 |
|
|
2021
Q3 | $1.25M | Hold |
74,597
| – | – | 0.28% | 47 |
|
|
2021
Q2 | $1.28M | Buy |
74,597
+17,500
| +31% | +$301K | 0.29% | 46 |
|
|
2021
Q1 | $920K | Hold |
57,097
| – | – | 0.23% | 50 |
|
|
2020
Q4 | $839K | Sell |
57,097
-5,596
| -9% | -$82.2K | 0.23% | 51 |
|
|
2020
Q3 | $928K | Buy |
62,693
+5,000
| +9% | +$74K | 0.25% | 48 |
|
|
2020
Q2 | $869K | Buy |
57,693
+2,645
| +5% | +$39.8K | 0.23% | 52 |
|
|
2020
Q1 | $727K | Buy |
55,048
+8,000
| +17% | +$106K | 0.23% | 56 |
|
|
2019
Q4 | $770K | Sell |
47,048
-7,064
| -13% | -$116K | 0.19% | 67 |
|
|
2019
Q3 | $873K | Buy |
54,112
+3,644
| +7% | +$58.8K | 0.21% | 69 |
|
|
2019
Q2 | $795K | Buy |
50,468
+8,151
| +19% | +$128K | 0.19% | 81 |
|
|
2019
Q1 | $643K | Hold |
42,317
| – | – | 0.17% | 77 |
|
|
2018
Q4 | $568K | Hold |
42,317
| – | – | 0.18% | 76 |
|
|
2018
Q3 | $580K | Sell |
42,317
-26,820
| -39% | -$368K | 0.17% | 78 |
|
|
2018
Q2 | $978K | Hold |
69,137
| – | – | 0.33% | 63 |
|
|
2018
Q1 | $978K | Hold |
69,137
| – | – | 0.32% | 64 |
|
|
2017
Q4 | $1.05M | Hold |
69,137
| – | – | 0.36% | 65 |
|
|
2017
Q3 | $1.05M | Sell |
69,137
-1,387
| -2% | -$21.1K | 0.38% | 62 |
|
|
2017
Q2 | $1.05M | Buy |
70,524
+918
| +1% | +$13.7K | 0.42% | 63 |
|
|
2017
Q1 | $1M | Buy |
69,606
+5,819
| +9% | +$83.8K | 0.44% | 59 |
|
|
2016
Q4 | $902K | Buy |
63,787
+12,337
| +24% | +$174K | 0.4% | 64 |
|
|
2016
Q3 | $810K | Sell |
51,450
-776
| -1% | -$12.2K | 0.35% | 66 |
|
|
2016
Q2 | $831K | Buy |
+52,226
| New | +$831K | 0.35% | 68 |
|