Encompass Wealth Advisors’s NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND NID Stock Holding History

Encompass Wealth Advisors’s Portfolio NID Stock Details NID Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-23,000	Closed	-$299K	–	296
2023 Q1	$299K	Hold	23,000	–	–	0.1%	161
2022 Q4	$302K	Hold	23,000	–	–	0.11%	152
2022 Q3	$285K	Hold	23,000	–	–	0.11%	154
2022 Q2	$299K	Hold	23,000	–	–	0.11%	154
2022 Q1	$319K	Hold	23,000	–	–	0.08%	169
2021 Q4	$343K	Hold	23,000	–	–	0.08%	173
2021 Q3	$338K	Hold	23,000	–	–	0.09%	166
2021 Q2	$344K	Hold	23,000	–	–	0.08%	170
2021 Q1	$330K	Hold	23,000	–	–	0.08%	172
2020 Q4	$319K	Buy	+23,000	New	+$312K	0.18%	79

Encompass Wealth Advisors's NID Position: Q2 2023 in Review

Encompass Wealth Advisors sold out of NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND (NID) in Q2 2023, closing a stake of 23,000 shares — an estimated $299K sold.

Encompass Wealth Advisors first reported a position in NID in Q4 2020 and held it in 10 quarters. The position peaked at $344K in Q2 2021. 0 funds tracked by Wall St. Rank hold NID as of Q2 2023.

Encompass Wealth Advisors reported no remaining NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND position as of Q2 2023 after selling out during the quarter.
Encompass Wealth Advisors sold 23,000 NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND shares in Q2 2023, an estimated $299K.
Encompass Wealth Advisors first reported a position in NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND in Q4 2020 and held it in 10 quarters.
Encompass Wealth Advisors's NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND position peaked at $344K in Q2 2021.
0 funds tracked by Wall St. Rank held NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND as of Q2 2023.

Based on Encompass Wealth Advisors's 13F filing for Q2 2023, filed 9 Aug 2023.