Drive Wealth Management’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 |
-15,800
| Closed | -$197K | – | 371 |
|
|
2024
Q3 | $197K | Sell |
15,800
-6,150
| -28% | -$76.8K | 0.05% | 296 |
|
|
2024
Q2 | $259K | Hold |
21,950
| – | – | 0.07% | 232 |
|
|
2024
Q1 | $253K | Hold |
21,950
| – | – | 0.07% | 234 |
|
|
2023
Q4 | $251K | Buy |
21,950
+10,200
| +87% | +$117K | 0.08% | 231 |
|
|
2023
Q3 | $120K | Buy |
+11,750
| New | +$120K | 0.04% | 259 |
|
|
2023
Q1 | – | Sell |
-17,069
| Closed | -$201K | – | 305 |
|
|
2022
Q4 | $201K | Sell |
17,069
-18,503
| -52% | -$218K | 0.1% | 222 |
|
|
2022
Q3 | $393K | Sell |
35,572
-5,867
| -14% | -$64.8K | 0.37% | 79 |
|
|
2022
Q2 | $519K | Buy |
41,439
+257
| +0.6% | +$3.22K | 0.47% | 56 |
|
|
2022
Q1 | $553K | Buy |
41,182
+208
| +0.5% | +$2.79K | 0.47% | 54 |
|
|
2021
Q4 | $660K | Buy |
+40,974
| New | +$660K | 0.58% | 40 |
|