BWM
BNC Wealth Management’s Nuveen Quality Municipal Income Fund NAD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $546K | Sell |
48,365
-5,267
| -10% | -$59.5K | 0.16% | 61 |
|
|
2025
Q1 | $618K | Hold |
53,632
| – | – | 0.22% | 61 |
|
|
2024
Q4 | $625K | Sell |
53,632
-2,901
| -5% | -$33.8K | 0.21% | 61 |
|
|
2024
Q3 | $700K | Buy |
56,533
+850
| +2% | +$10.5K | 0.26% | 56 |
|
|
2024
Q2 | $654K | Hold |
55,683
| – | – | 0.24% | 60 |
|
|
2024
Q1 | $638K | Hold |
55,683
| – | – | 0.27% | 60 |
|
|
2023
Q4 | $638K | Buy |
+55,683
| New | +$638K | 0.3% | 62 |
|