WealthPLAN 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 | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-1,468
| Closed | -$17.3K | – | 1354 |
|
2023
Q1 | $17.3K | Buy |
+1,468
| New | +$17.3K | ﹤0.01% | 758 |
|
2016
Q3 | $124K | Sell |
7,792
-47,105
| -86% | -$748K | 0.04% | 208 |
|
2016
Q2 | $373K | Buy |
+54,897
| New | +$373K | 0.05% | 250 |
|
2015
Q4 | $168K | Buy |
+47,660
| New | +$168K | 0.03% | 304 |
|
2015
Q2 | $360K | Sell |
26,525
-20,010
| -43% | -$272K | 0.16% | 74 |
|
2015
Q1 | $680K | Buy |
+46,535
| New | +$680K | 0.32% | 58 |
|