Dynamic Advisor Solutions’s Nuveen Municipal Income NMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-19,380
| Closed | -$221K | – | 705 |
|
|
2020
Q4 | $221K | Buy |
19,380
+774
| +4% | +$8.83K | 0.02% | 571 |
|
|
2020
Q3 | $221K | Buy |
18,606
+436
| +2% | +$5.18K | 0.03% | 503 |
|
|
2020
Q2 | $195K | Hold |
18,170
| – | – | 0.03% | 486 |
|
|
2020
Q1 | $205K | Hold |
18,170
| – | – | 0.04% | 402 |
|
|
2019
Q4 | $205K | Hold |
18,170
| – | – | 0.03% | 496 |
|
|
2019
Q3 | $209K | Hold |
18,170
| – | – | 0.03% | 461 |
|
|
2019
Q2 | $204K | Hold |
18,170
| – | – | 0.03% | 455 |
|
|
2019
Q1 | $198K | Buy |
18,170
+2,700
| +17% | +$29.4K | 0.04% | 384 |
|
|
2018
Q4 | $163K | Buy |
15,470
+1,500
| +11% | +$15.8K | 0.03% | 368 |
|
|
2018
Q3 | $143K | Hold |
13,970
| – | – | 0.03% | 393 |
|
|
2018
Q2 | $158K | Buy |
13,970
+1,500
| +12% | +$17K | 0.04% | 389 |
|
|
2018
Q1 | $145K | Buy |
+12,470
| New | +$145K | 0.04% | 349 |
|