AJ Wealth Strategies’s Nuveen Massachusetts Quality Municipal Income Fund NMT Stock Holding History

AJ Wealth Strategies’s Portfolio NMT Stock Details NMT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-55,622	Closed	-$879K	–	331
2021 Q4	$879K	Hold	55,622	–	–	0.04%	150
2021 Q3	$855K	Hold	55,622	–	–	0.05%	144
2021 Q2	$843K	Hold	55,622	–	–	0.05%	136
2021 Q1	$795K	Buy	55,622 +333	+0.6%	+$4.85K	0.06%	130
2020 Q4	$806K	Buy	55,289 +12,851	+30%	+$185K	0.07%	116
2020 Q3	$595K	Hold	42,438	–	–	0.06%	124
2020 Q2	$583K	Hold	42,438	–	–	0.06%	118
2020 Q1	$573K	Hold	42,438	–	–	0.08%	86
2019 Q4	$603K	Buy	+42,438	New	+$599K	0.07%	72

Other funds holding NMT

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Wolverine Asset Management Chicago, Illinois $6.41B AUM 4.78% 1-Year Est. Return

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Moors & Cabot Boston, Massachusetts $2.34B AUM 30.42% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Haverford Trust Company Radnor, Pennsylvania $10.9B AUM 18.64% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return