EWM
NID
Edge Wealth Management’s NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND NID Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-500
| Closed | -$7K | – | 480 |
|
|
2020
Q3 | $7K | Sell |
500
-14,473
| -97% | -$203K | ﹤0.01% | 342 |
|
|
2020
Q2 | $198K | Sell |
14,973
-7,962
| -35% | -$105K | 0.04% | 139 |
|
|
2020
Q1 | $297K | Buy |
22,935
+39
| +0.2% | +$505 | 0.06% | 117 |
|
|
2019
Q4 | $320K | Buy |
22,896
+41
| +0.2% | +$573 | 0.06% | 121 |
|
|
2019
Q3 | $313K | Buy |
22,855
+40
| +0.2% | +$548 | 0.07% | 113 |
|
|
2019
Q2 | $306K | Sell |
22,815
-949
| -4% | -$12.7K | 0.07% | 117 |
|
|
2019
Q1 | $311K | Buy |
23,764
+1,042
| +5% | +$13.6K | 0.08% | 110 |
|
|
2018
Q4 | $281K | Sell |
22,722
-14,357
| -39% | -$178K | 0.08% | 115 |
|
|
2018
Q3 | $463K | Sell |
37,079
-1,183
| -3% | -$14.8K | 0.11% | 92 |
|
|
2018
Q2 | $476K | Sell |
38,262
-2,854
| -7% | -$35.5K | 0.12% | 102 |
|
|
2018
Q1 | $516K | Buy |
41,116
+2,298
| +6% | +$28.8K | 0.14% | 85 |
|
|
2017
Q4 | $504K | Buy |
38,818
+8,008
| +26% | +$104K | 0.14% | 85 |
|
|
2017
Q3 | $410K | Buy |
30,810
+5,700
| +23% | +$75.9K | 0.12% | 92 |
|
|
2017
Q2 | $333K | Buy |
25,110
+1,300
| +5% | +$17.2K | 0.1% | 100 |
|
|
2017
Q1 | $308K | Buy |
23,810
+225
| +1% | +$2.91K | 0.11% | 97 |
|
|
2016
Q4 | $300K | Buy |
23,585
+20,985
| +807% | +$267K | 0.11% | 98 |
|
|
2016
Q3 | $36K | Sell |
2,600
-33,408
| -93% | -$463K | 0.02% | 207 |
|
|
2016
Q2 | $510K | Sell |
36,008
-201
| -0.6% | -$2.85K | 0.21% | 68 |
|
|
2016
Q1 | $482K | Sell |
36,209
-5,000
| -12% | -$66.6K | 0.22% | 69 |
|
|
2015
Q4 | $533K | Buy |
41,209
+520
| +1% | +$6.73K | 0.2% | 71 |
|
|
2015
Q3 | $500K | Sell |
40,689
-14,969
| -27% | -$184K | 0.19% | 65 |
|
|
2015
Q2 | $680K | Buy |
55,658
+30,498
| +121% | +$373K | 0.23% | 57 |
|
|
2015
Q1 | $326K | Buy |
25,160
+23,560
| +1,473% | +$305K | 0.11% | 84 |
|
|
2014
Q4 | $20K | Hold |
1,600
| – | – | 0.01% | 257 |
|
|
2014
Q3 | $20K | Sell |
1,600
-2,200
| -58% | -$27.5K | 0.01% | 260 |
|
|
2014
Q2 | $48K | Buy |
+3,800
| New | +$48K | 0.02% | 185 |
|