WealthPLAN Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-157,542
| Closed | -$1.6M | – | 277 |
|
|
2017
Q4 | $1.6M | Sell |
157,542
-14,475
| -8% | -$147K | 0.43% | 65 |
|
|
2017
Q3 | $1.76M | Buy |
172,017
+910
| +0.5% | +$9.32K | 0.49% | 49 |
|
|
2017
Q2 | $1.7M | Buy |
171,107
+170,607
| +34,121% | +$1.7M | 0.49% | 50 |
|
|
2017
Q1 | $4.9K | Buy |
+500
| New | +$4.9K | 0.02% | 350 |
|
|
2016
Q3 | $969K | Sell |
92,418
-185,630
| -67% | -$1.95M | 0.32% | 54 |
|
|
2016
Q2 | $1.01M | Buy |
+278,048
| New | +$1.01M | 0.13% | 118 |
|
|
2015
Q4 | $928K | Buy |
+484,770
| New | +$928K | 0.15% | 107 |
|
|
2015
Q2 | $1.94M | Buy |
201,755
+106,470
| +112% | +$1.03M | 0.85% | 20 |
|
|
2015
Q1 | $944K | Buy |
+95,285
| New | +$944K | 0.44% | 46 |
|