WDG
Wealth Dimensions Group’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 | $218K | Sell |
18,295
-6,000
| -25% | -$71.6K | 0.05% | 157 |
|
|
2025
Q1 | $301K | Hold |
24,295
| – | – | 0.07% | 128 |
|
|
2024
Q4 | $298K | Hold |
24,295
| – | – | 0.07% | 121 |
|
|
2024
Q3 | $325K | Hold |
24,295
| – | – | 0.08% | 110 |
|
|
2024
Q2 | $303K | Sell |
24,295
-5,700
| -19% | -$71K | 0.09% | 110 |
|
|
2024
Q1 | $364K | Sell |
29,995
-800
| -3% | -$9.72K | 0.11% | 100 |
|
|
2023
Q4 | $364K | Hold |
30,795
| – | – | 0.12% | 99 |
|
|
2023
Q3 | $317K | Sell |
30,795
-800
| -3% | -$8.25K | 0.12% | 101 |
|
|
2023
Q2 | $370K | Hold |
31,595
| – | – | 0.13% | 94 |
|
|
2023
Q1 | $372K | Hold |
31,595
| – | – | 0.14% | 94 |
|
|
2022
Q4 | $384K | Hold |
31,595
| – | – | 0.16% | 92 |
|
|
2022
Q3 | $369K | Buy |
31,595
+54
| +0.2% | +$631 | 0.18% | 83 |
|
|
2022
Q2 | $413K | Buy |
31,541
+78
| +0.2% | +$1.02K | 0.2% | 78 |
|
|
2022
Q1 | $465K | Buy |
31,463
+48
| +0.2% | +$709 | 0.22% | 81 |
|
|
2021
Q4 | $563K | Buy |
31,415
+94
| +0.3% | +$1.69K | 0.28% | 63 |
|
|
2021
Q3 | $537K | Hold |
31,321
| – | – | 0.34% | 58 |
|
|
2021
Q2 | $559K | Hold |
31,321
| – | – | 0.38% | 50 |
|
|
2021
Q1 | $529K | Hold |
31,321
| – | – | 0.41% | 51 |
|
|
2020
Q4 | $526K | Buy |
+31,321
| New | +$526K | 0.45% | 42 |
|