CFM Wealth Partners’s Nuveen Quality Municipal Income Fund NAD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $575K | Hold |
50,961
| – | – | 0.09% | 88 |
|
|
2025
Q1 | $587K | Hold |
50,961
| – | – | 0.1% | 92 |
|
|
2024
Q4 | $594K | Hold |
50,961
| – | – | 0.1% | 90 |
|
|
2024
Q3 | $631K | Buy |
50,961
+18,961
| +59% | +$235K | 0.11% | 95 |
|
|
2024
Q2 | $376K | Hold |
32,000
| – | – | 0.07% | 113 |
|
|
2024
Q1 | $367K | Hold |
32,000
| – | – | 0.07% | 119 |
|
|
2023
Q4 | $366K | Hold |
32,000
| – | – | 0.08% | 125 |
|
|
2023
Q3 | $324K | Hold |
32,000
| – | – | 0.09% | 120 |
|
|
2023
Q2 | $361K | Hold |
32,000
| – | – | 0.09% | 132 |
|
|
2023
Q1 | $369K | Hold |
32,000
| – | – | 0.1% | 122 |
|
|
2022
Q4 | $378K | Hold |
32,000
| – | – | 0.11% | 123 |
|
|
2022
Q3 | $352K | Hold |
32,000
| – | – | 0.11% | 123 |
|
|
2022
Q2 | $399K | Hold |
32,000
| – | – | 0.12% | 124 |
|
|
2022
Q1 | $428K | Hold |
32,000
| – | – | 0.1% | 124 |
|
|
2021
Q4 | $513K | Hold |
32,000
| – | – | 0.11% | 110 |
|
|
2021
Q3 | $499K | Hold |
32,000
| – | – | 0.13% | 111 |
|
|
2021
Q2 | $512K | Buy |
+32,000
| New | +$512K | 0.14% | 102 |
|