Claro Advisors’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 | $533K | Sell |
47,197
-5,100
| -10% | -$57.6K | 0.09% | 198 |
|
2025
Q1 | $602K | Hold |
52,297
| – | – | 0.08% | 224 |
|
2024
Q4 | $610K | Buy |
52,297
+414
| +0.8% | +$4.83K | 0.08% | 219 |
|
2024
Q3 | $642K | Hold |
51,883
| – | – | 0.08% | 229 |
|
2024
Q2 | $609K | Sell |
51,883
-1,851
| -3% | -$21.7K | 0.1% | 210 |
|
2024
Q1 | $616K | Sell |
53,734
-411
| -0.8% | -$4.71K | 0.11% | 203 |
|
2023
Q4 | $620K | Buy |
54,145
+32,228
| +147% | +$369K | 0.13% | 180 |
|
2023
Q3 | $222K | Sell |
21,917
-2,274
| -9% | -$23.1K | 0.06% | 329 |
|
2023
Q2 | $273K | Buy |
24,191
+25
| +0.1% | +$282 | 0.07% | 276 |
|
2023
Q1 | $279K | Buy |
24,166
+1,116
| +5% | +$12.9K | 0.08% | 263 |
|
2022
Q4 | $272K | Buy |
+23,050
| New | +$272K | 0.09% | 238 |
|