WAOTB
Wealth Advisors of Tampa Bay’s Nuveen AMT-Free Municipal Credit Income Fund NVG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.37M | Hold |
115,252
| – | – | 0.52% | 56 |
|
|
2025
Q1 | $1.43M | Hold |
115,252
| – | – | 0.58% | 52 |
|
|
2024
Q4 | $1.41M | Sell |
115,252
-477
| -0.4% | -$5.85K | 0.61% | 51 |
|
|
2024
Q3 | $1.55M | Hold |
115,729
| – | – | 0.65% | 50 |
|
|
2024
Q2 | $1.44M | Hold |
115,729
| – | – | 0.67% | 48 |
|
|
2024
Q1 | $1.41M | Buy |
115,729
+50,000
| +76% | +$608K | 0.67% | 52 |
|
|
2023
Q4 | $777K | Buy |
65,729
+18,741
| +40% | +$222K | 0.39% | 63 |
|
|
2023
Q3 | $484K | Buy |
46,988
+23,494
| +100% | +$242K | 0.13% | 68 |
|
|
2023
Q2 | $275K | Hold |
23,494
| – | – | 0.15% | 66 |
|
|
2023
Q1 | $277K | Sell |
23,494
-750
| -3% | -$8.84K | 0.16% | 64 |
|
|
2022
Q4 | $294K | Buy |
24,244
+2,520
| +12% | +$30.6K | 0.18% | 62 |
|
|
2022
Q3 | $254K | Sell |
21,724
-19,724
| -48% | -$231K | 0.17% | 68 |
|
|
2022
Q2 | $543K | Sell |
41,448
-149,536
| -78% | -$1.96M | 0.17% | 67 |
|
|
2022
Q1 | $2.82M | Sell |
190,984
-114,652
| -38% | -$1.7M | 0.76% | 50 |
|
|
2021
Q4 | $5.48M | Buy |
305,636
+149,163
| +95% | +$2.67M | 1.34% | 35 |
|
|
2021
Q3 | $2.68M | Buy |
156,473
+1,564
| +1% | +$26.8K | 1.48% | 35 |
|
|
2021
Q2 | $2.77M | Hold |
154,909
| – | – | 1.54% | 29 |
|
|
2021
Q1 | $2.62M | Buy |
154,909
+17,550
| +13% | +$297K | 1.55% | 29 |
|
|
2020
Q4 | $2.31M | Hold |
137,359
| – | – | 1.61% | 29 |
|
|
2020
Q3 | $2.15M | Buy |
137,359
+17,465
| +15% | +$273K | 1.6% | 26 |
|
|
2020
Q2 | $1.83M | Buy |
119,894
+96,725
| +417% | +$1.48M | 1.53% | 32 |
|
|
2020
Q1 | $340K | Hold |
23,169
| – | – | 0.38% | 57 |
|
|
2019
Q4 | $386K | Hold |
23,169
| – | – | 0.36% | 55 |
|
|
2019
Q3 | $388K | Hold |
23,169
| – | – | 0.32% | 61 |
|
|
2019
Q2 | $368K | Hold |
23,169
| – | – | 0.27% | 63 |
|
|
2019
Q1 | $350K | Hold |
23,169
| – | – | 0.25% | 59 |
|
|
2018
Q4 | $324K | Sell |
23,169
-2,070
| -8% | -$28.9K | 0.26% | 59 |
|
|
2018
Q3 | $367K | Hold |
25,239
| – | – | 0.26% | 56 |
|
|
2018
Q2 | $369K | Hold |
25,239
| – | – | 0.28% | 56 |
|
|
2018
Q1 | $366K | Hold |
25,239
| – | – | 0.26% | 58 |
|
|
2017
Q4 | $395K | Buy |
+25,239
| New | +$395K | 0.27% | 58 |
|