Wealth Advisors of Tampa Bay’s Nuveen AMT-Free Municipal Value Fund NUW Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-40,000
| Closed | -$663K | – | 110 |
|
2021
Q4 | $663K | Buy |
40,000
+20,000
| +100% | +$332K | 0.16% | 74 |
|
2021
Q3 | $341K | Hold |
20,000
| – | – | 0.19% | 72 |
|
2021
Q2 | $346K | Hold |
20,000
| – | – | 0.19% | 75 |
|
2021
Q1 | $330K | Hold |
20,000
| – | – | 0.2% | 76 |
|
2020
Q4 | $329K | Buy |
+20,000
| New | +$329K | 0.23% | 68 |
|