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