AE Wealth Management’s Nuveen Quality Municipal Income Fund NAD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $205K | Buy |
+18,162
| New | +$205K | ﹤0.01% | 1302 |
|
|
2024
Q1 | – | Sell |
-19,517
| Closed | -$215K | – | 1683 |
|
|
2023
Q4 | $215K | Sell |
19,517
-200
| -1% | -$2.21K | ﹤0.01% | 1857 |
|
|
2023
Q3 | $200K | Sell |
19,717
-7,270
| -27% | -$73.7K | ﹤0.01% | 1783 |
|
|
2023
Q2 | $304K | Buy |
26,987
+8,051
| +43% | +$90.7K | ﹤0.01% | 1609 |
|
|
2023
Q1 | $218K | Sell |
18,936
-338
| -2% | -$3.9K | ﹤0.01% | 1694 |
|
|
2022
Q4 | $227K | Buy |
19,274
+6,914
| +56% | +$81.6K | ﹤0.01% | 1621 |
|
|
2022
Q3 | $136K | Hold |
12,360
| – | – | ﹤0.01% | 1640 |
|
|
2022
Q2 | $154K | Sell |
12,360
-150
| -1% | -$1.87K | ﹤0.01% | 1615 |
|
|
2022
Q1 | $167K | Sell |
12,510
-1,409
| -10% | -$18.8K | ﹤0.01% | 1588 |
|
|
2021
Q4 | $224K | Buy |
+13,919
| New | +$224K | ﹤0.01% | 1566 |
|
|
2017
Q4 | – | Sell |
-18,936
| Closed | -$269K | – | 447 |
|
|
2017
Q3 | $269K | Buy |
18,936
+1,263
| +7% | +$17.9K | 0.03% | 329 |
|
|
2017
Q2 | $248K | Buy |
+17,673
| New | +$248K | 0.03% | 323 |
|