EWM
Empirical Wealth Management’s Nuveen Quality Municipal Income Fund NAD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-24,460
| Closed | -$336K | – | 339 |
|
|
2020
Q1 | $336K | Sell |
24,460
-8,600
| -26% | -$118K | 0.04% | 231 |
|
|
2019
Q4 | $483K | Buy |
33,060
+365
| +1% | +$5.33K | 0.05% | 191 |
|
|
2019
Q3 | $470K | Sell |
32,695
-6,897
| -17% | -$99.1K | 0.06% | 177 |
|
|
2019
Q2 | $554K | Buy |
+39,592
| New | +$554K | 0.07% | 143 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 129 |
|