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Cape Investment Advisory’s Nuveen Quality Municipal Income Fund NAD Stock Holding History

Cape Investment Advisory’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
2023
Q2 		– Sell
-2,238
Closed -$25.8K – 956
2023
Q1 		$25.8K Buy
+2,238
New +$25.9K 0.02% 382

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Cape Investment Advisory's NAD Position: Q2 2023 in Review

Cape Investment Advisory sold out of Nuveen Quality Municipal Income Fund (NAD) in Q2 2023, closing a stake of 2,238 shares — an estimated $25.8K sold.

Cape Investment Advisory first reported a position in NAD in Q1 2023 and held it in 1 quarter. The position peaked at $25.8K in Q1 2023. 253 funds tracked by Wall St. Rank hold NAD as of Q2 2023.

  • Cape Investment Advisory reported no remaining Nuveen Quality Municipal Income Fund position as of Q2 2023 after selling out during the quarter.
  • Cape Investment Advisory sold 2,238 Nuveen Quality Municipal Income Fund shares in Q2 2023, an estimated $25.8K.
  • Cape Investment Advisory first reported a position in Nuveen Quality Municipal Income Fund in Q1 2023 and held it in 1 quarter.
  • Cape Investment Advisory's Nuveen Quality Municipal Income Fund position peaked at $25.8K in Q1 2023.
  • 253 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q2 2023.

Based on Cape Investment Advisory's 13F filing for Q2 2023, filed 12 Oct 2023.