Wilbanks Smith & Thomas Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $375K | Hold |
43,000
| – | – | 0.01% | 386 |
|
|
2023
Q4 | $370K | Hold |
43,000
| – | – | 0.01% | 387 |
|
|
2023
Q3 | $355K | Hold |
43,000
| – | – | 0.01% | 371 |
|
|
2023
Q2 | $374K | Hold |
43,000
| – | – | 0.01% | 374 |
|
|
2023
Q1 | $379K | Sell |
43,000
-23,429
| -35% | -$206K | 0.01% | 359 |
|
|
2022
Q4 | $571K | Buy |
+66,429
| New | +$571K | 0.02% | 287 |
|
|
2018
Q4 | – | Sell |
-5,000
| Closed | -$47K | – | 991 |
|
|
2018
Q3 | $47K | Buy |
+5,000
| New | +$47K | ﹤0.01% | 697 |
|