Walter & Keenan Wealth Management’s Nuveen Municipal Credit Income Fund NZF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $486K | Sell |
40,742
-27,203
| -40% | -$324K | 0.14% | 109 |
|
|
2025
Q1 | $831K | Sell |
67,945
-5,981
| -8% | -$73.1K | 0.25% | 85 |
|
|
2024
Q4 | $900K | Sell |
73,926
-11,631
| -14% | -$142K | 0.27% | 81 |
|
|
2024
Q3 | $1.12M | Sell |
85,557
-4,788
| -5% | -$62.7K | 0.34% | 70 |
|
|
2024
Q2 | $1.12M | Sell |
90,345
-6,566
| -7% | -$81.1K | 0.36% | 69 |
|
|
2024
Q1 | $1.19M | Sell |
96,911
-8,952
| -8% | -$110K | 0.39% | 65 |
|
|
2023
Q4 | $1.25M | Buy |
105,863
+26,641
| +34% | +$315K | 0.45% | 61 |
|
|
2023
Q3 | $826K | Sell |
79,222
-7,142
| -8% | -$74.5K | 0.32% | 71 |
|
|
2023
Q2 | $1.01M | Sell |
86,364
-8,211
| -9% | -$95.7K | 0.37% | 70 |
|
|
2023
Q1 | $1.13M | Buy |
94,575
+9,438
| +11% | +$113K | 0.43% | 64 |
|
|
2022
Q4 | $1.03M | Sell |
85,137
-46,694
| -35% | -$564K | 0.4% | 63 |
|
|
2022
Q3 | $1.5M | Sell |
131,831
-1,838
| -1% | -$20.9K | 0.64% | 47 |
|
|
2022
Q2 | $1.68M | Buy |
133,669
+158
| +0.1% | +$1.99K | 0.66% | 46 |
|
|
2022
Q1 | $1.95M | Buy |
133,511
+98
| +0.1% | +$1.43K | 0.66% | 50 |
|
|
2021
Q4 | $2.28M | Buy |
133,413
+11,771
| +10% | +$201K | 0.74% | 45 |
|
|
2021
Q3 | $2.03M | Buy |
121,642
+8,275
| +7% | +$138K | 0.69% | 45 |
|
|
2021
Q2 | $1.95M | Buy |
113,367
+1,267
| +1% | +$21.8K | 0.67% | 47 |
|
|
2021
Q1 | $1.81M | Buy |
112,100
+2,027
| +2% | +$32.8K | 0.64% | 51 |
|
|
2020
Q4 | $1.77M | Buy |
110,073
+5,142
| +5% | +$82.9K | 0.64% | 45 |
|
|
2020
Q3 | $1.54M | Buy |
104,931
+27
| +0% | +$397 | 0.61% | 48 |
|
|
2020
Q2 | $1.55M | Buy |
+104,904
| New | +$1.55M | 0.63% | 49 |
|
|
2020
Q1 | – | Sell |
-101,852
| Closed | -$1.67M | – | 168 |
|
|
2019
Q4 | $1.67M | Buy |
101,852
+3,525
| +4% | +$57.7K | 0.64% | 49 |
|
|
2019
Q3 | $1.6M | Buy |
98,327
+25
| +0% | +$406 | 0.61% | 52 |
|
|
2019
Q2 | $1.55M | Buy |
98,302
+9,630
| +11% | +$152K | 0.68% | 46 |
|
|
2019
Q1 | $1.34M | Hold |
88,672
| – | – | 0.59% | 52 |
|
|
2018
Q4 | $1.19M | Hold |
88,672
| – | – | 0.54% | 49 |
|
|
2018
Q3 | $1.28K | Buy |
88,672
+2,000
| +2% | +$29 | 0.38% | 55 |
|
|
2018
Q2 | $1.24M | Buy |
86,672
+762
| +0.9% | +$10.9K | 0.53% | 56 |
|
|
2018
Q1 | $1.22M | Hold |
85,910
| – | – | 0.53% | 57 |
|
|
2017
Q4 | $1.31M | Hold |
85,910
| – | – | 0.55% | 58 |
|
|
2017
Q3 | $1.31M | Buy |
85,910
+921
| +1% | +$14K | 0.6% | 56 |
|
|
2017
Q2 | $1.27M | Buy |
84,989
+1,229
| +1% | +$18.3K | 0.64% | 51 |
|
|
2017
Q1 | $1.21M | Hold |
83,760
| – | – | 0.62% | 51 |
|
|
2016
Q4 | $1.18M | Hold |
83,760
| – | – | 0.63% | 49 |
|
|
2016
Q3 | $1.32M | Buy |
83,760
+2,153
| +3% | +$33.9K | 0.73% | 45 |
|
|
2016
Q2 | $1.3M | Buy |
+81,607
| New | +$1.3M | 0.72% | 46 |
|