Valeo 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-17,000
| Closed | -$200K | – | 629 |
|
|
2023
Q1 | $200K | Buy |
+17,000
| New | +$200K | 0.01% | 552 |
|
|
2021
Q2 | – | Sell |
-1,500
| Closed | -$25K | – | 1276 |
|
|
2021
Q1 | $25K | Hold |
1,500
| – | – | ﹤0.01% | 1041 |
|
|
2020
Q4 | $25K | Hold |
1,500
| – | – | ﹤0.01% | 953 |
|
|
2020
Q3 | $23K | Hold |
1,500
| – | – | ﹤0.01% | 855 |
|
|
2020
Q2 | $23K | Buy |
+1,500
| New | +$23K | ﹤0.01% | 953 |
|