Concurrent Investment 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 | $591K | Sell |
52,372
-8,056
| -13% | -$91K | 0.01% | 781 |
|
|
2025
Q1 | $696K | Buy |
60,428
+4,184
| +7% | +$48.2K | 0.02% | 640 |
|
|
2024
Q4 | $656K | Sell |
56,244
-2,737
| -5% | -$31.9K | 0.02% | 593 |
|
|
2024
Q3 | $730K | Buy |
58,981
+13,676
| +30% | +$169K | 0.02% | 530 |
|
|
2024
Q2 | $532K | Buy |
45,305
+2,470
| +6% | +$29K | 0.02% | 562 |
|
|
2024
Q1 | $491K | Sell |
42,835
-2,255
| -5% | -$25.8K | 0.02% | 554 |
|
|
2023
Q4 | $516K | Buy |
+45,090
| New | +$516K | 0.02% | 488 |
|