United Capital Financial Advisors’s NUVEEN ENHANCED MUNICIPAL VALUE FUND NEV Stock Holding History

United Capital Financial Advisors’s Portfolio NEV Stock Details NEV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-149,000	Closed	-$1.94M	–	1203
2022 Q1	$1.94M	Buy	149,000 +27	+0%	+$352	0.01%	517
2021 Q4	$2.33M	Buy	148,973 +54	+0%	+$846	0.01%	500
2021 Q3	$2.36M	Buy	148,919 +35	+0%	+$554	0.01%	494
2021 Q2	$2.58M	Buy	148,884 +36	+0%	+$625	0.01%	491
2021 Q1	$2.5M	Buy	148,848 +24	+0%	+$403	0.01%	465
2020 Q4	$2.43M	Buy	148,824 +3,224	+2%	+$52.6K	0.01%	464
2020 Q3	$2.13M	Sell	145,600 -2,934	-2%	-$43K	0.01%	481
2020 Q2	$2.17M	Sell	148,534 -7,825	-5%	-$114K	0.02%	495
2020 Q1	$2.04M	Buy	156,359 +9,100	+6%	+$119K	0.02%	488
2019 Q4	$2.19M	Buy	147,259 +2,000	+1%	+$29.7K	0.01%	587
2019 Q3	$2.08M	Hold	145,259	–	–	0.01%	580
2019 Q2	$2.06M	Hold	145,259	–	–	0.01%	612
2019 Q1	$2.01M	Sell	145,259 -2,741	-2%	-$37.8K	0.01%	584
2018 Q4	$1.91M	Hold	148,000	–	–	0.02%	573
2018 Q3	$1.94M	Hold	148,000	–	–	0.01%	622
2018 Q2	$2.02M	Hold	148,000	–	–	0.02%	588
2018 Q1	$1.97M	Buy	148,000 +30,000	+25%	+$400K	0.02%	591
2017 Q4	$1.68M	Buy	118,000 +82,000	+228%	+$1.16M	0.01%	642
2017 Q3	$529K	Hold	36,000	–	–	﹤0.01%	941
2017 Q2	$517K	Hold	36,000	–	–	﹤0.01%	915
2017 Q1	$505K	Hold	36,000	–	–	﹤0.01%	911
2016 Q4	$504K	Hold	36,000	–	–	﹤0.01%	935
2016 Q3	$573K	Hold	36,000	–	–	0.01%	921
2016 Q2	$576K	Hold	36,000	–	–	0.01%	875
2016 Q1	$575K	Hold	36,000	–	–	0.01%	837
2015 Q4	$566K	Hold	36,000	–	–	0.01%	856
2015 Q3	$534K	Hold	36,000	–	–	0.01%	874
2015 Q2	$519K	Hold	36,000	–	–	0.01%	908
2015 Q1	$564K	Hold	36,000	–	–	0.01%	862
2014 Q4	$548K	Hold	36,000	–	–	0.01%	795
2014 Q3	$531K	Hold	36,000	–	–	0.01%	777
2014 Q2	$537K	Hold	36,000	–	–	0.01%	667
2014 Q1	$500K	Hold	36,000	–	–	0.01%	634
2013 Q4	$467K	Buy	36,000 +16,000	+80%	+$208K	0.02%	449
2013 Q3	$269K	Hold	20,000	–	–	0.01%	579
2013 Q2	$292K	Buy	+20,000	New	+$292K	0.01%	606