WFG Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $36K | Buy |
3,623
+24
| +0.7% | +$238 | 0.01% | 787 |
|
|
2017
Q1 | $35K | Buy |
3,599
+17
| +0.5% | +$165 | 0.01% | 757 |
|
|
2016
Q4 | $34K | Buy |
3,582
+1,128
| +46% | +$10.7K | 0.01% | 811 |
|
|
2016
Q3 | $26K | Sell |
2,454
-1,073
| -30% | -$11.4K | 0.01% | 880 |
|
|
2016
Q2 | $38K | Buy |
+3,527
| New | +$38K | 0.01% | 762 |
|
|
2014
Q1 | – | Sell |
-3,909
| Closed | -$35K | – | 2141 |
|
|
2013
Q4 | $35K | Hold |
3,909
| – | – | 0.01% | 1130 |
|
|
2013
Q3 | $36K | Sell |
3,909
-1,680
| -30% | -$15.5K | 0.01% | 1055 |
|
|
2013
Q2 | $53K | Buy |
+5,589
| New | +$53K | 0.01% | 864 |
|