B. Riley Wealth Management’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 | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-21,091
| Closed | -$282K | – | 790 |
|
2022
Q1 | $282K | Sell |
21,091
-72
| -0.3% | -$963 | 0.02% | 470 |
|
2021
Q4 | $341K | Buy |
21,163
+5,442
| +35% | +$87.7K | 0.02% | 437 |
|
2021
Q3 | $246K | Buy |
15,721
+693
| +5% | +$10.8K | 0.02% | 503 |
|
2021
Q2 | $241K | Buy |
15,028
+93
| +0.6% | +$1.49K | 0.03% | 349 |
|
2021
Q1 | $226K | Sell |
14,935
-409
| -3% | -$6.19K | 0.03% | 342 |
|
2020
Q4 | $236K | Sell |
15,344
-33,460
| -69% | -$515K | 0.03% | 302 |
|
2020
Q3 | $709K | Buy |
48,804
+35,860
| +277% | +$521K | 0.08% | 183 |
|
2020
Q2 | $182K | Sell |
12,944
-43,353
| -77% | -$610K | 0.02% | 377 |
|
2020
Q1 | $773K | Buy |
56,297
+39,604
| +237% | +$544K | 0.08% | 206 |
|
2019
Q4 | $244K | Buy |
16,693
+3,558
| +27% | +$52K | 0.04% | 322 |
|
2019
Q3 | $189K | Buy |
+13,135
| New | +$189K | 0.03% | 347 |
|