Creative Planning’s NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND NIQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-25,359
| Closed | -$324K | – | 2738 |
|
|
2023
Q1 | $324K | Hold |
25,359
| – | – | ﹤0.01% | 1751 |
|
|
2022
Q4 | $317K | Hold |
25,359
| – | – | ﹤0.01% | 1684 |
|
|
2022
Q3 | $303K | Hold |
25,359
| – | – | ﹤0.01% | 1629 |
|
|
2022
Q2 | $323K | Hold |
25,359
| – | – | ﹤0.01% | 1553 |
|
|
2022
Q1 | $344K | Hold |
25,359
| – | – | ﹤0.01% | 1538 |
|
|
2021
Q4 | $374K | Sell |
25,359
-7,841
| -24% | -$116K | ﹤0.01% | 1481 |
|
|
2021
Q3 | $487K | Buy |
+33,200
| New | +$487K | ﹤0.01% | 1315 |
|