United Capital Financial Advisors’s Nuveen AMT-Free Municipal Credit Income Fund NVG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-13,185
| Closed | -$173K | – | 1132 |
|
|
2022
Q2 | $173K | Buy |
13,185
+2,100
| +19% | +$27.6K | ﹤0.01% | 1072 |
|
|
2022
Q1 | $164K | Buy |
11,085
+350
| +3% | +$5.18K | ﹤0.01% | 1111 |
|
|
2021
Q4 | $192K | Buy |
10,735
+52
| +0.5% | +$930 | ﹤0.01% | 1155 |
|
|
2021
Q3 | $183K | Hold |
10,683
| – | – | ﹤0.01% | 1145 |
|
|
2021
Q2 | $191K | Hold |
10,683
| – | – | ﹤0.01% | 1167 |
|
|
2021
Q1 | $181K | Sell |
10,683
-770
| -7% | -$13K | ﹤0.01% | 1133 |
|
|
2020
Q4 | $192K | Hold |
11,453
| – | – | ﹤0.01% | 1130 |
|
|
2020
Q3 | $179K | Sell |
11,453
-16,094
| -58% | -$252K | ﹤0.01% | 1082 |
|
|
2020
Q2 | $421K | Sell |
27,547
-1,224
| -4% | -$18.7K | ﹤0.01% | 919 |
|
|
2020
Q1 | $422K | Sell |
28,771
-1,106
| -4% | -$16.2K | ﹤0.01% | 870 |
|
|
2019
Q4 | $498K | Sell |
29,877
-7,094
| -19% | -$118K | ﹤0.01% | 983 |
|
|
2019
Q3 | $619K | Sell |
36,971
-1,200
| -3% | -$20.1K | ﹤0.01% | 882 |
|
|
2019
Q2 | $606K | Sell |
38,171
-617
| -2% | -$9.8K | ﹤0.01% | 966 |
|
|
2019
Q1 | $586K | Sell |
38,788
-17,233
| -31% | -$260K | ﹤0.01% | 925 |
|
|
2018
Q4 | $783K | Sell |
56,021
-4,034
| -7% | -$56.4K | 0.01% | 778 |
|
|
2018
Q3 | $874K | Buy |
60,055
+10,413
| +21% | +$152K | 0.01% | 819 |
|
|
2018
Q2 | $724K | Buy |
49,642
+8,254
| +20% | +$120K | 0.01% | 845 |
|
|
2018
Q1 | $601K | Buy |
41,388
+12,518
| +43% | +$182K | ﹤0.01% | 908 |
|
|
2017
Q4 | $446K | Buy |
28,870
+13,829
| +92% | +$214K | ﹤0.01% | 989 |
|
|
2017
Q3 | $231K | Sell |
15,041
-2,045
| -12% | -$31.4K | ﹤0.01% | 1199 |
|
|
2017
Q2 | $259K | Buy |
+17,086
| New | +$259K | ﹤0.01% | 1121 |
|
|
2017
Q1 | – | Sell |
-14,315
| Closed | -$207K | – | 1270 |
|
|
2016
Q4 | $207K | Buy |
+14,315
| New | +$207K | ﹤0.01% | 1174 |
|
|
2015
Q4 | – | Sell |
-14,500
| Closed | -$202K | – | 1264 |
|
|
2015
Q3 | $202K | Hold |
14,500
| – | – | ﹤0.01% | 1158 |
|
|
2015
Q2 | $197K | Hold |
14,500
| – | – | ﹤0.01% | 1190 |
|
|
2015
Q1 | $208K | Hold |
14,500
| – | – | ﹤0.01% | 1178 |
|
|
2014
Q4 | $205K | Hold |
14,500
| – | – | ﹤0.01% | 1094 |
|
|
2014
Q3 | $205K | Hold |
14,500
| – | – | ﹤0.01% | 1045 |
|
|
2014
Q2 | $205K | Hold |
14,500
| – | – | ﹤0.01% | 774 |
|
|
2014
Q1 | $193K | Hold |
14,500
| – | – | ﹤0.01% | 877 |
|
|
2013
Q4 | $182K | Hold |
14,500
| – | – | 0.01% | 610 |
|
|
2013
Q3 | $184K | Sell |
14,500
-7,500
| -34% | -$95.2K | 0.01% | 645 |
|
|
2013
Q2 | $294K | Buy |
+22,000
| New | +$294K | 0.01% | 603 |
|