B. Riley Wealth Advisors’s NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND NID Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
-32,093
Closed -$430K 1691
2023
Q1
$430K Hold
32,093
0.01% 872
2022
Q4
$421K Sell
32,093
-121
-0.4% -$1.54K 0.01% 859
2022
Q3
$399K Buy
+32,214
New +$428K 0.01% 864
2021
Q3
Sell
-10,887
Closed -$164K 1507
2021
Q2
$164K Buy
+10,887
New +$157K 0.01% 1252
2015
Q1
Sell
-5,700
Closed -$71 2699
2014
Q4
$71 Buy
+5,700
New +$71.3K ﹤0.01% 1916
2014
Q3
Sell
-4,000
Closed -$50.4K 2512
2014
Q2
$50.4K Buy
+4,000
New +$49.4K 0.01% 1031

B. Riley Wealth Advisors's NID Position: Q2 2023 in Review

B. Riley Wealth Advisors sold out of NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND (NID) in Q2 2023, closing a stake of 32,093 shares — an estimated $430K sold.

B. Riley Wealth Advisors first reported a position in NID in Q2 2014 and held it in 6 quarters. The position peaked at $430K in Q1 2023. 0 funds tracked by Wall St. Rank hold NID as of Q2 2023.

  • B. Riley Wealth Advisors reported no remaining NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND position as of Q2 2023 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 32,093 NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND shares in Q2 2023, an estimated $430K.
  • B. Riley Wealth Advisors first reported a position in NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND in Q2 2014 and held it in 6 quarters.
  • B. Riley Wealth Advisors's NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND position peaked at $430K in Q1 2023.
  • 0 funds tracked by Wall St. Rank held NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND as of Q2 2023.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2023, filed 27 Jul 2023.