Cypress Wealth Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-12,654
| Closed | -$192K | – | 297 |
|
|
2021
Q1 | $192K | Hold |
12,654
| – | – | 0.04% | 286 |
|
|
2020
Q4 | $194K | Buy |
+12,654
| New | +$194K | 0.04% | 276 |
|
|
2020
Q3 | – | Sell |
-12,654
| Closed | -$177K | – | 164 |
|
|
2020
Q2 | $177K | Hold |
12,654
| – | – | 0.04% | 261 |
|
|
2020
Q1 | $174K | Hold |
12,654
| – | – | 0.05% | 230 |
|
|
2019
Q4 | $185K | Sell |
12,654
-29,675
| -70% | -$434K | 0.05% | 247 |
|
|
2019
Q3 | $608K | Buy |
+42,329
| New | +$608K | 0.17% | 118 |
|
|
2019
Q2 | – | Hold |
0
| – | -$172K | – | 119 |
|
|
2019
Q1 | – | Hold |
0
| – | -$159K | – | 248 |
|
|
2018
Q4 | – | Hold |
0
| – | -$162K | – | 209 |
|
|
2018
Q3 | – | Hold |
0
| – | -$168K | – | 220 |
|
|
2018
Q2 | – | Hold |
0
| – | -$166K | – | 215 |
|
|
2018
Q1 | – | Sell |
-13,657
| Closed | -$192K | – | 184 |
|
|
2017
Q4 | $192K | Buy |
+13,657
| New | +$192K | 0.08% | 196 |
|