Cyndeo 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-12,000
| Closed | -$149K | – | 458 |
|
|
2024
Q3 | $149K | Hold |
12,000
| – | – | 0.01% | 436 |
|
|
2024
Q2 | $141K | Hold |
12,000
| – | – | 0.01% | 386 |
|
|
2024
Q1 | $138K | Hold |
12,000
| – | – | 0.01% | 377 |
|
|
2023
Q4 | $137K | Sell |
12,000
-25,000
| -68% | -$286K | 0.01% | 361 |
|
|
2023
Q3 | $375K | Sell |
37,000
-10,743
| -23% | -$109K | 0.04% | 247 |
|
|
2023
Q2 | $538K | Hold |
47,743
| – | – | 0.06% | 213 |
|
|
2023
Q1 | $550K | Hold |
47,743
| – | – | 0.06% | 212 |
|
|
2022
Q4 | $563K | Buy |
+47,743
| New | +$563K | 0.07% | 206 |
|