Caldwell Trust’s Nuveen Quality Municipal Income Fund NAD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-16,619
|
|
||||
|
2023
Q3 | $169K | Hold |
16,619
|
|
||||
|
2023
Q2 | $187K | Hold |
16,619
|
|
||||
|
2023
Q1 | $192K | Hold |
16,619
|
|
||||
|
2022
Q4 | $196K | Hold |
16,619
|
|
||||
|
2022
Q3 | $183K | Hold |
16,619
|
|
||||
|
2022
Q2 | $207K | Sell |
16,619
-13
|
|
||||
|
2022
Q1 | $222K | Hold |
16,632
|
|
||||
|
2021
Q4 | $268K | Hold |
16,632
|
|
||||
|
2021
Q3 | $260K | Hold |
16,632
|
|
||||
|
2021
Q2 | $266K | Hold |
16,632
|
|
||||
|
2021
Q1 | $252K | Hold |
16,632
|
|
||||
|
2020
Q4 | $256K | Hold |
16,632
|
|
||||
|
2020
Q3 | $241K | Hold |
16,632
|
|
||||
|
2020
Q2 | $233K | Hold |
16,632
|
|
||||
|
2020
Q1 | $229K | Hold |
16,632
|
|
||||
|
2019
Q4 | $243K | Buy |
+16,632
|
|