Avior Wealth Management’s NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND NID Stock Holding History

Avior Wealth Management’s Portfolio NID Stock Details NID Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-8,802	Closed	-$114K	–	1707
2023 Q1	$114K	Sell	8,802 -2,292	-21%	-$30.1K	0.01%	617
2022 Q4	$146K	Hold	11,094	–	–	0.01%	500
2022 Q3	$137K	Buy	+11,094	New	+$147K	0.01%	494
2018 Q1	–	Sell	-1,600	Closed	-$21K	–	857
2017 Q4	$21K	Hold	1,600	–	–	﹤0.01%	542
2017 Q3	$21K	Hold	1,600	–	–	0.01%	272
2017 Q2	$21K	Hold	1,600	–	–	0.01%	250
2017 Q1	$21K	Sell	1,600 -400	-20%	-$5.21K	0.01%	292
2016 Q4	$25K	Buy	+2,000	New	+$26.2K	0.01%	272

Avior Wealth Management's NID Position: Q2 2023 in Review

Avior Wealth Management sold out of NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND (NID) in Q2 2023, closing a stake of 8,802 shares — an estimated $114K sold.

Avior Wealth Management first reported a position in NID in Q4 2016 and held it in 8 quarters. The position peaked at $146K in Q4 2022. 0 funds tracked by Wall St. Rank hold NID as of Q2 2023.

Avior Wealth Management reported no remaining NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND position as of Q2 2023 after selling out during the quarter.
Avior Wealth Management sold 8,802 NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND shares in Q2 2023, an estimated $114K.
Avior Wealth Management first reported a position in NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND in Q4 2016 and held it in 8 quarters.
Avior Wealth Management's NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND position peaked at $146K in Q4 2022.
0 funds tracked by Wall St. Rank held NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND as of Q2 2023.

Based on Avior Wealth Management's 13F filing for Q2 2023, filed 19 Jul 2023.