AWM
NAD icon

Able Wealth Management’s Nuveen Quality Municipal Income Fund NAD Stock Holding History

Able Wealth Management’s Portfolio NAD Stock Details NAD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-1,925
Closed -$22K – 395
2023
Q4 		$22K Buy
+1,925
New +$20.3K 0.02% 196

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LSC
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SCM
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HWAM
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Able Wealth Management's NAD Position: Q1 2024 in Review

Able Wealth Management sold out of Nuveen Quality Municipal Income Fund (NAD) in Q1 2024, closing a stake of 1,925 shares — an estimated $22K sold.

Able Wealth Management first reported a position in NAD in Q4 2023 and held it in 1 quarter. The position peaked at $22K in Q4 2023. 271 funds tracked by Wall St. Rank hold NAD as of Q1 2024.

  • Able Wealth Management reported no remaining Nuveen Quality Municipal Income Fund position as of Q1 2024 after selling out during the quarter.
  • Able Wealth Management sold 1,925 Nuveen Quality Municipal Income Fund shares in Q1 2024, an estimated $22K.
  • Able Wealth Management first reported a position in Nuveen Quality Municipal Income Fund in Q4 2023 and held it in 1 quarter.
  • Able Wealth Management's Nuveen Quality Municipal Income Fund position peaked at $22K in Q4 2023.
  • 271 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q1 2024.

Based on Able Wealth Management's 13F filing for Q1 2024, filed 1 Nov 2024.