EWA
NID
Encompass Wealth Advisors’s NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND NID Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | 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 | +$319K | 0.18% | 79 |
|