WA
Waverly Advisors’s Nuveen Taxable Municipal Income Fund NBB Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-13,185
| Closed | -$219K | – | 1011 |
|
2024
Q3 | $219K | Hold |
13,185
| – | – | ﹤0.01% | 758 |
|
2024
Q2 | $204K | Hold |
13,185
| – | – | ﹤0.01% | 765 |
|
2024
Q1 | $202K | Hold |
13,185
| – | – | ﹤0.01% | 655 |
|
2023
Q4 | $208K | Hold |
13,185
| – | – | 0.01% | 419 |
|
2023
Q3 | $192K | Hold |
13,185
| – | – | 0.01% | 387 |
|
2023
Q2 | $207K | Hold |
13,185
| – | – | 0.01% | 338 |
|
2023
Q1 | $213K | Buy |
+13,185
| New | +$213K | 0.01% | 272 |
|