Blue Bell Private Wealth Management’s Nuveen Multi-Asset Income Fund NMAI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$495K Buy
2025
Q2
$406K Sell
2025
Q1
$441K Sell
2024
Q4
$474K Sell
2024
Q3
$609K Sell
2024
Q2
$855K Buy
2024
Q1
$674K Buy
2023
Q4
$264K Buy
2022
Q4
Sell
2022
Q3
$31K Buy
2022
Q2
$34K Buy
2022
Q1
Sell
2021
Q4
$94K Buy