AmeriServ Wealth Advisors’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 | $175K | Hold |
15,504
| – | – | 0.09% | 58 |
|
2025
Q1 | $179K | Hold |
15,504
| – | – | 0.1% | 61 |
|
2024
Q4 | $181K | Buy |
+15,504
| New | +$181K | 0.1% | 63 |
|
2023
Q3 | $157K | Hold |
15,504
| – | – | 0.29% | 43 |
|
2023
Q2 | $175K | Hold |
15,504
| – | – | 0.33% | 43 |
|
2023
Q1 | $179K | Hold |
15,504
| – | – | 0.41% | 41 |
|
2022
Q4 | $183K | Hold |
15,504
| – | – | 0.36% | 43 |
|
2022
Q3 | $171K | Hold |
15,504
| – | – | 0.38% | 46 |
|
2022
Q2 | $193K | Hold |
15,504
| – | – | 0.45% | 48 |
|
2022
Q1 | $207K | Hold |
15,504
| – | – | 0.15% | 65 |
|
2021
Q4 | $250K | Hold |
15,504
| – | – | 0.17% | 58 |
|
2021
Q3 | $242K | Hold |
15,504
| – | – | 0.19% | 58 |
|
2021
Q2 | $248K | Hold |
15,504
| – | – | 0.19% | 60 |
|
2021
Q1 | $235K | Hold |
15,504
| – | – | 0.2% | 58 |
|
2020
Q4 | $238K | Buy |
+15,504
| New | +$238K | 0.23% | 60 |
|
2019
Q3 | $223K | Hold |
15,504
| – | – | 0.3% | 56 |
|
2019
Q2 | $217K | Hold |
15,504
| – | – | 0.28% | 63 |
|
2019
Q1 | $210K | Hold |
15,504
| – | – | 0.44% | 59 |
|
2018
Q4 | $194K | Hold |
15,504
| – | – | 0.49% | 58 |
|
2018
Q3 | $198K | Hold |
15,504
| – | – | 0.25% | 68 |
|
2018
Q2 | $206K | Hold |
15,504
| – | – | 0.28% | 67 |
|
2018
Q1 | $204K | Hold |
15,504
| – | – | 0.23% | 70 |
|
2017
Q4 | $215K | Buy |
+15,504
| New | +$215K | 0.21% | 66 |
|