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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
2023
Q1
$299K Hold
2022
Q4
$302K Hold
2022
Q3
$285K Hold
2022
Q2
$299K Hold
2022
Q1
$319K Hold
2021
Q4
$343K Hold
2021
Q3
$338K Hold
2021
Q2
$344K Hold
2021
Q1
$330K Hold
2020
Q4
$319K Buy