WANY
Wealthspire Advisors (New York)’s Nuveen New York Municipal Value Fund NNY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-25,500
| Closed | -$212K | – | 686 |
|
|
2024
Q1 | $212K | Hold |
25,500
| – | – | ﹤0.01% | 589 |
|
|
2023
Q4 | $211K | Hold |
25,500
| – | – | ﹤0.01% | 606 |
|
|
2023
Q3 | $204K | Hold |
25,500
| – | – | ﹤0.01% | 560 |
|
|
2023
Q2 | $215K | Hold |
25,500
| – | – | ﹤0.01% | 513 |
|
|
2023
Q1 | $222K | Sell |
25,500
-5,500
| -18% | -$48K | ﹤0.01% | 487 |
|
|
2022
Q4 | $256K | Hold |
31,000
| – | – | ﹤0.01% | 489 |
|
|
2022
Q3 | $253K | Hold |
31,000
| – | – | 0.01% | 441 |
|
|
2022
Q2 | $264K | Buy |
+31,000
| New | +$264K | 0.01% | 426 |
|
|
2021
Q4 | – | Sell |
-31,000
| Closed | -$311K | – | 599 |
|
|
2021
Q3 | $311K | Buy |
+31,000
| New | +$311K | 0.01% | 456 |
|