B. Riley 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $341K | Buy |
29,225
+12,835
| +78% | +$150K | 0.01% | 825 |
|
|
2024
Q3 | $204K | Buy |
16,390
+1,398
| +9% | +$17.4K | 0.01% | 1131 |
|
|
2024
Q2 | $177K | Sell |
14,992
-7,244
| -33% | -$85.6K | ﹤0.01% | 1259 |
|
|
2024
Q1 | $226K | Hold |
22,236
| – | – | 0.01% | 1196 |
|
|
2023
Q4 | $255K | Hold |
22,236
| – | – | 0.01% | 1126 |
|
|
2023
Q3 | $226K | Sell |
22,236
-2,142
| -9% | -$21.8K | 0.01% | 1196 |
|
|
2023
Q2 | $276K | Sell |
24,378
-64
| -0.3% | -$724 | 0.01% | 1168 |
|
|
2023
Q1 | $283K | Sell |
24,442
-169
| -0.7% | -$1.96K | 0.01% | 1101 |
|
|
2022
Q4 | $290K | Buy |
24,611
+2,799
| +13% | +$33K | 0.01% | 1062 |
|
|
2022
Q3 | $240K | Buy |
+21,812
| New | +$240K | 0.01% | 1133 |
|
|
2021
Q4 | – | Sell |
-15,545
| Closed | -$247K | – | 1462 |
|
|
2021
Q3 | $247K | Buy |
+15,545
| New | +$247K | 0.01% | 1146 |
|