Concord 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 | $5.28K | Hold |
468
| – | – | ﹤0.01% | 625 |
|
|
2025
Q1 | $5.39K | Hold |
468
| – | – | ﹤0.01% | 572 |
|
|
2024
Q4 | $5.46K | Hold |
468
| – | – | ﹤0.01% | 592 |
|
|
2024
Q3 | $5.79K | Hold |
468
| – | – | ﹤0.01% | 612 |
|
|
2024
Q2 | $5.49K | Sell |
468
-1
| -0.2% | -$12 | ﹤0.01% | 564 |
|
|
2024
Q1 | $5.37K | Sell |
469
-100
| -18% | -$1.15K | ﹤0.01% | 646 |
|
|
2023
Q4 | $6.51K | Hold |
569
| – | – | ﹤0.01% | 609 |
|
|
2023
Q3 | $5.77K | Sell |
569
-150
| -21% | -$1.52K | ﹤0.01% | 694 |
|
|
2023
Q2 | $8.1K | Sell |
719
-1,220
| -63% | -$13.7K | ﹤0.01% | 635 |
|
|
2023
Q1 | $22.4K | Sell |
1,939
-301
| -13% | -$3.47K | 0.01% | 472 |
|
|
2022
Q4 | $26.4K | Buy |
+2,240
| New | +$26.4K | 0.01% | 482 |
|
|
2022
Q3 | – | Sell |
-2,240
| Closed | -$28K | – | 761 |
|
|
2022
Q2 | $28K | Hold |
2,240
| – | – | 0.01% | 466 |
|
|
2022
Q1 | $30K | Hold |
2,240
| – | – | 0.01% | 543 |
|
|
2021
Q4 | $36K | Hold |
2,240
| – | – | 0.01% | 513 |
|
|
2021
Q3 | $35K | Hold |
2,240
| – | – | 0.01% | 277 |
|
|
2021
Q2 | $36K | Hold |
2,240
| – | – | 0.01% | 398 |
|
|
2021
Q1 | $34K | Hold |
2,240
| – | – | 0.01% | 396 |
|
|
2020
Q4 | $34K | Buy |
+2,240
| New | +$34K | 0.03% | 251 |
|