Circle Wealth Management’s Nuveen New York Quality Municipal Income Fund NAN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $237K | Hold |
20,808
| – | – | 0.01% | 203 |
|
|
2025
Q1 | $237K | Hold |
20,808
| – | – | 0.01% | 207 |
|
|
2024
Q4 | $237K | Hold |
20,808
| – | – | 0.01% | 206 |
|
|
2024
Q3 | $245K | Hold |
20,808
| – | – | 0.01% | 206 |
|
|
2024
Q2 | $234K | Buy |
20,808
+279
| +1% | +$3.14K | 0.01% | 207 |
|
|
2024
Q1 | $225K | Buy |
20,529
+240
| +1% | +$2.63K | 0.01% | 187 |
|
|
2023
Q4 | $224K | Buy |
20,289
+196
| +1% | +$2.16K | 0.01% | 180 |
|
|
2023
Q3 | $194K | Buy |
20,093
+10,093
| +101% | +$97.6K | ﹤0.01% | 194 |
|
|
2023
Q2 | $108K | Hold |
10,000
| – | – | 0.01% | 156 |
|
|
2023
Q1 | $110K | Hold |
10,000
| – | – | 0.02% | 159 |
|
|
2022
Q4 | $107K | Hold |
10,000
| – | – | 0.02% | 159 |
|
|
2022
Q3 | $105K | Hold |
10,000
| – | – | 0.02% | 159 |
|
|
2022
Q2 | $117K | Buy |
+10,000
| New | +$117K | 0.02% | 162 |
|