Caldwell Trust’s Nuveen Multi-Asset Income Fund NMAI Stock Holding History

Caldwell Trust’s Portfolio NMAI Stock Details NMAI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-66
2023 Q3	$734	Hold	66
2023 Q2	$770	Hold	66
2023 Q1	$762	Hold	66
2022 Q4	$758	Hold	66
2022 Q3	$752	Hold	66
2022 Q2	$871	Hold	66
2022 Q1	$1.07K	Hold	66
2021 Q4	$1.23K	Buy	+66