B. Riley Wealth Advisors’s NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND NID Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | 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% | -$1.59K | 0.01% | 859 |
|
|
2022
Q3 | $399K | Buy |
+32,214
| New | +$399K | 0.01% | 864 |
|
|
2021
Q3 | – | Sell |
-10,887
| Closed | -$164K | – | 1507 |
|
|
2021
Q2 | $164K | Buy |
+10,887
| New | +$164K | 0.01% | 1252 |
|
|
2015
Q1 | – | Sell |
-5,700
| Closed | -$71 | – | 2693 |
|
|
2014
Q4 | $71 | Buy |
+5,700
| New | +$71 | ﹤0.01% | 1914 |
|
|
2014
Q3 | – | Sell |
-4,000
| Closed | -$50.4K | – | 2513 |
|
|
2014
Q2 | $50.4K | Buy |
+4,000
| New | +$50.4K | 0.01% | 1031 |
|