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Atlantic Edge Private Wealth Management’s Nuveen Quality Municipal Income Fund NAD Stock Holding History

Atlantic Edge Private 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
Q2 		– Sell
-935
Closed -$10.7K – 499
2024
Q1 		$10.7K Buy
+935
New +$10.6K ﹤0.01% 307

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HWAM
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Atlantic Edge Private Wealth Management's NAD Position: Q2 2024 in Review

Atlantic Edge Private Wealth Management sold out of Nuveen Quality Municipal Income Fund (NAD) in Q2 2024, closing a stake of 935 shares — an estimated $10.7K sold.

Atlantic Edge Private Wealth Management first reported a position in NAD in Q1 2024 and held it in 1 quarter. The position peaked at $10.7K in Q1 2024. 276 funds tracked by Wall St. Rank hold NAD as of Q2 2024.

  • Atlantic Edge Private Wealth Management reported no remaining Nuveen Quality Municipal Income Fund position as of Q2 2024 after selling out during the quarter.
  • Atlantic Edge Private Wealth Management sold 935 Nuveen Quality Municipal Income Fund shares in Q2 2024, an estimated $10.7K.
  • Atlantic Edge Private Wealth Management first reported a position in Nuveen Quality Municipal Income Fund in Q1 2024 and held it in 1 quarter.
  • Atlantic Edge Private Wealth Management's Nuveen Quality Municipal Income Fund position peaked at $10.7K in Q1 2024.
  • 276 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q2 2024.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2024, filed 26 Jul 2024.