Wealthcare Advisory Partners’s Nuveen AMT-Free Municipal Credit Income Fund NVG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $410K | Buy |
34,336
+217
| +0.6% | +$2.59K | 0.01% | 696 |
|
2025
Q1 | $422K | Buy |
34,119
+4,619
| +16% | +$57.2K | 0.01% | 629 |
|
2024
Q4 | $362K | Buy |
29,500
+230
| +0.8% | +$2.82K | 0.01% | 652 |
|
2024
Q3 | $392K | Buy |
29,270
+8,235
| +39% | +$110K | 0.01% | 633 |
|
2024
Q2 | $262K | Sell |
21,035
-65
| -0.3% | -$810 | 0.01% | 718 |
|
2024
Q1 | $256K | Sell |
21,100
-2,823
| -12% | -$34.3K | 0.01% | 717 |
|
2023
Q4 | $283K | Buy |
23,923
+154
| +0.6% | +$1.82K | 0.01% | 623 |
|
2023
Q3 | $245K | Buy |
23,769
+98
| +0.4% | +$1.01K | 0.01% | 598 |
|
2023
Q2 | $277K | Buy |
23,671
+97
| +0.4% | +$1.14K | 0.01% | 586 |
|
2023
Q1 | $278K | Buy |
23,574
+61
| +0.3% | +$719 | 0.01% | 600 |
|
2022
Q4 | $285K | Buy |
23,513
+165
| +0.7% | +$2K | 0.01% | 556 |
|
2022
Q3 | $272K | Sell |
23,348
-1,410
| -6% | -$16.4K | 0.02% | 506 |
|
2022
Q2 | $325K | Buy |
24,758
+115
| +0.5% | +$1.51K | 0.02% | 408 |
|
2022
Q1 | $364K | Sell |
24,643
-7,916
| -24% | -$117K | 0.02% | 371 |
|
2021
Q4 | $584K | Buy |
32,559
+126
| +0.4% | +$2.26K | 0.03% | 292 |
|
2021
Q3 | $556K | Buy |
32,433
+1,620
| +5% | +$27.8K | 0.04% | 299 |
|
2021
Q2 | $550K | Buy |
30,813
+14,013
| +83% | +$250K | 0.04% | 302 |
|
2021
Q1 | $284K | Buy |
+16,800
| New | +$284K | 0.02% | 406 |
|
2020
Q2 | – | Sell |
-8,800
| Closed | -$129K | – | 1025 |
|
2020
Q1 | $129K | Hold |
8,800
| – | – | 0.02% | 330 |
|
2019
Q4 | $147K | Hold |
8,800
| – | – | 0.02% | 336 |
|
2019
Q3 | $147K | Hold |
8,800
| – | – | 0.02% | 321 |
|
2019
Q2 | $140K | Hold |
8,800
| – | – | 0.02% | 324 |
|
2019
Q1 | $133K | Hold |
8,800
| – | – | 0.02% | 292 |
|
2018
Q4 | $123K | Sell |
8,800
-6,779
| -44% | -$94.8K | 0.02% | 275 |
|
2018
Q3 | $227K | Hold |
15,579
| – | – | 0.04% | 201 |
|
2018
Q2 | $227K | Hold |
15,579
| – | – | 0.04% | 198 |
|
2018
Q1 | $226K | Buy |
15,579
+5,650
| +57% | +$82K | 0.05% | 182 |
|
2017
Q4 | $153K | Hold |
9,929
| – | – | 0.04% | 205 |
|
2017
Q3 | $153K | Buy |
+9,929
| New | +$153K | 0.05% | 167 |
|