WMG Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-11,931
| Closed | -$145K | – | 166 |
|
|
2024
Q1 | $145K | Hold |
11,931
| – | – | 0.08% | 141 |
|
|
2023
Q4 | $141K | Buy |
+11,931
| New | +$141K | 0.09% | 121 |
|
|
2023
Q3 | – | Sell |
-11,931
| Closed | -$140K | – | 116 |
|
|
2023
Q2 | $140K | Buy |
+11,931
| New | +$140K | 0.1% | 117 |
|
|
2023
Q1 | – | Sell |
-11,931
| Closed | -$145K | – | 139 |
|
|
2022
Q4 | $145K | Hold |
11,931
| – | – | 0.12% | 123 |
|
|
2022
Q3 | $139K | Buy |
11,931
+1,123
| +10% | +$13.1K | 0.13% | 130 |
|
|
2022
Q2 | $141K | Buy |
+10,808
| New | +$141K | 0.12% | 136 |
|