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EP Wealth Advisors’s Nuveen Quality Municipal Income Fund NAD Stock Holding History

EP Wealth Advisors’s Portfolio NAD Stock Details NAD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-14,716
Closed -$172K – 1344
2024
Q4 		$172K Buy
14,716
+1,186
+9% +$13.8K ﹤0.01% 1113
2024
Q3 		$168K Buy
+13,530
New +$168K ﹤0.01% 1082