Circle Wealth Management’s Nuveen New York Quality Municipal Income Fund NAN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$238K Hold
2025
Q2
$237K Hold
2025
Q1
$237K Hold
2024
Q4
$237K Hold
2024
Q3
$245K Hold
2024
Q2
$234K Buy
2024
Q1
$225K Buy
2023
Q4
$224K Buy
2023
Q3
$194K Buy
2023
Q2
$108K Hold
2023
Q1
$110K Hold
2022
Q4
$107K Hold
2022
Q3
$105K Hold
2022
Q2
$117K Buy