Transform Wealth’s Nuveen Municipal Value Fund NUV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-14,414
| Closed | -$135K | – | 193 |
|
|
2018
Q3 | $135K | Hold |
14,414
| – | – | 0.02% | 188 |
|
|
2018
Q2 | $138K | Hold |
14,414
| – | – | 0.03% | 209 |
|
|
2018
Q1 | $137K | Sell |
14,414
-2,411
| -14% | -$22.9K | 0.03% | 230 |
|
|
2017
Q4 | $170K | Buy |
16,825
+69
| +0.4% | +$697 | 0.03% | 240 |
|
|
2017
Q3 | $172K | Buy |
+16,756
| New | +$172K | 0.06% | 203 |
|
|
2017
Q2 | – | Sell |
-16,435
| Closed | -$161K | – | 122 |
|
|
2017
Q1 | $161K | Sell |
16,435
-430
| -3% | -$4.21K | 0.06% | 204 |
|
|
2016
Q4 | $161K | Buy |
+16,865
| New | +$161K | 0.06% | 207 |
|