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WealthPLAN Partners’s Nuveen AMT-Free Municipal Credit Income Fund NVG Stock Holding History

WealthPLAN Partners’s Portfolio NVG Stock Details NVG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-1,468
Closed -$17.3K – 1354
2023
Q1 		$17.3K Buy
+1,468
New +$17.6K ﹤0.01% 758
2016
Q3 		$124K Sell
7,792
-47,105
-86% -$763K 0.04% 208
2016
Q2 		$373K Buy
+54,897
New +$859K 0.05% 250
2015
Q4 		$168K Buy
+47,660
New +$669K 0.03% 304
2015
Q2 		$360K Sell
26,525
-20,010
-43% -$282K 0.16% 74
2015
Q1 		$680K Buy
+46,535
New +$671K 0.32% 58

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GC
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KIM
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