Avior Wealth Management’s Nuveen Multi-Asset Income Fund NMAI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$147K Sell
11,669
-12,009
-51% -$152K 0.01% 673
2025
Q1
$285K Buy
23,678
+8,391
+55% +$101K 0.01% 563
2024
Q4
$184K Buy
15,287
+5,896
+63% +$71K 0.01% 725
2024
Q3
$124K Buy
9,391
+291
+3% +$3.85K ﹤0.01% 821
2024
Q2
$112K Buy
9,100
+268
+3% +$3.31K ﹤0.01% 828
2024
Q1
$110K Buy
+8,832
New +$110K 0.01% 925