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Bogart Wealth LLC’s Nuveen Quality Municipal Income Fund NAD Stock Holding History

Bogart Wealth LLC’s Portfolio NAD Stock Details NAD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-945
Closed -$11K – 1480
2024
Q4 		$11K Hold
945
– – ﹤0.01% 714
2024
Q3 		$11.7K Buy
+945
New +$11.3K ﹤0.01% 664

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Bogart Wealth LLC's NAD Position: Q1 2025 in Review

Bogart Wealth LLC sold out of Nuveen Quality Municipal Income Fund (NAD) in Q1 2025, closing a stake of 945 shares — an estimated $11K sold.

Bogart Wealth LLC first reported a position in NAD in Q3 2024 and held it in 2 quarters. The position peaked at $11.7K in Q3 2024. 285 funds tracked by Wall St. Rank hold NAD as of Q1 2025.

  • Bogart Wealth LLC reported no remaining Nuveen Quality Municipal Income Fund position as of Q1 2025 after selling out during the quarter.
  • Bogart Wealth LLC sold 945 Nuveen Quality Municipal Income Fund shares in Q1 2025, an estimated $11K.
  • Bogart Wealth LLC first reported a position in Nuveen Quality Municipal Income Fund in Q3 2024 and held it in 2 quarters.
  • Bogart Wealth LLC's Nuveen Quality Municipal Income Fund position peaked at $11.7K in Q3 2024.
  • 285 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q1 2025.

Based on Bogart Wealth LLC's 13F filing for Q1 2025, filed 2 May 2025.