EWA
NID
EP 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-10,322
| Closed | -$136K | – | 349 |
|
|
2019
Q1 | $136K | Sell |
10,322
-4,105
| -28% | -$54.1K | 0.01% | 241 |
|
|
2018
Q4 | $179K | Sell |
14,427
-24,451
| -63% | -$303K | 0.01% | 251 |
|
|
2018
Q3 | $486K | Sell |
38,878
-5,327
| -12% | -$66.6K | 0.04% | 175 |
|
|
2018
Q2 | $550K | Sell |
44,205
-6,198
| -12% | -$77.1K | 0.05% | 112 |
|
|
2018
Q1 | $633K | Sell |
50,403
-996
| -2% | -$12.5K | 0.06% | 113 |
|
|
2017
Q4 | $668K | Sell |
51,399
-77
| -0.1% | -$1K | 0.07% | 95 |
|
|
2017
Q3 | $689K | Sell |
51,476
-900
| -2% | -$12K | 0.08% | 90 |
|
|
2017
Q2 | $699K | Sell |
52,376
-700
| -1% | -$9.34K | 0.09% | 90 |
|
|
2017
Q1 | $688K | Hold |
53,076
| – | – | 0.09% | 72 |
|
|
2016
Q4 | $675K | Hold |
53,076
| – | – | 0.1% | 69 |
|
|
2016
Q3 | $736K | Buy |
53,076
+5,794
| +12% | +$80.3K | 0.12% | 60 |
|
|
2016
Q2 | $670K | Buy |
47,282
+2,350
| +5% | +$33.3K | 0.11% | 67 |
|
|
2016
Q1 | $598K | Buy |
+44,932
| New | +$598K | 0.09% | 72 |
|