WealthBridge Capital Management’s Nuveen Municipal Value Fund NUV Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $276K | Sell |
31,710
-9,189
| -22% | -$79.9K | 0.07% | 179 |
|
2025
Q1 | $359K | Buy |
40,899
+7
| +0% | +$61 | 0.1% | 136 |
|
2024
Q4 | $351K | Sell |
40,892
-3,962
| -9% | -$34K | 0.1% | 138 |
|
2024
Q3 | $405K | Sell |
44,854
-737
| -2% | -$6.65K | 0.12% | 128 |
|
2024
Q2 | $393K | Sell |
45,591
-6,630
| -13% | -$57.2K | 0.13% | 110 |
|
2024
Q1 | $455K | Buy |
52,221
+1,444
| +3% | +$12.6K | 0.15% | 105 |
|
2023
Q4 | $437K | Sell |
50,777
-9,472
| -16% | -$81.5K | 0.16% | 97 |
|
2023
Q3 | $498K | Sell |
60,249
-881
| -1% | -$7.28K | 0.21% | 89 |
|
2023
Q2 | $532K | Buy |
61,130
+115
| +0.2% | +$1K | 0.21% | 88 |
|
2023
Q1 | $538K | Buy |
61,015
+113
| +0.2% | +$996 | 0.21% | 91 |
|
2022
Q4 | $524K | Sell |
60,902
-3,329
| -5% | -$28.6K | 0.22% | 92 |
|
2022
Q3 | $574K | Hold |
64,231
| – | – | 0.24% | 82 |
|
2022
Q2 | $574K | Sell |
64,231
-30,207
| -32% | -$270K | 0.24% | 82 |
|
2022
Q1 | $905K | Buy |
94,438
+4,837
| +5% | +$46.4K | 0.34% | 64 |
|
2021
Q4 | $930K | Sell |
89,601
-2,475
| -3% | -$25.7K | 0.35% | 61 |
|
2021
Q3 | $1.04M | Buy |
92,076
+1,119
| +1% | +$12.7K | 0.39% | 54 |
|
2021
Q2 | $1.05M | Buy |
90,957
+1,229
| +1% | +$14.2K | 0.38% | 57 |
|
2021
Q1 | $1M | Buy |
89,728
+1,499
| +2% | +$16.7K | 0.41% | 56 |
|
2020
Q4 | $979K | Buy |
88,229
+1,103
| +1% | +$12.2K | 0.43% | 54 |
|
2020
Q3 | $929K | Buy |
87,126
+96
| +0.1% | +$1.02K | 0.48% | 46 |
|
2020
Q2 | $888K | Sell |
87,030
-1,357
| -2% | -$13.8K | 0.5% | 49 |
|
2020
Q1 | $863K | Buy |
88,387
+7,721
| +10% | +$75.4K | 0.6% | 41 |
|
2019
Q4 | $863K | Buy |
80,666
+1,840
| +2% | +$19.7K | 0.56% | 47 |
|
2019
Q3 | $828K | Buy |
78,826
+656
| +0.8% | +$6.89K | 0.6% | 42 |
|
2019
Q2 | $725K | Sell |
78,170
-777
| -1% | -$7.21K | 0.66% | 38 |
|
2019
Q1 | $786K | Buy |
78,947
+777
| +1% | +$7.74K | 0.5% | 44 |
|
2018
Q4 | $725K | Buy |
+78,170
| New | +$725K | 0.55% | 38 |
|