EWM
Evercore Wealth Management’s Nuveen Quality Municipal Income Fund NAD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-3,594
| Closed | -$54K | – | 1071 |
|
|
2016
Q3 | $54K | Buy |
3,594
+3,261
| +979% | +$49K | ﹤0.01% | 580 |
|
|
2016
Q2 | $5K | Hold |
333
| – | – | ﹤0.01% | 919 |
|
|
2016
Q1 | $5K | Hold |
333
| – | – | ﹤0.01% | 857 |
|
|
2015
Q4 | $5K | Hold |
333
| – | – | ﹤0.01% | 918 |
|
|
2015
Q3 | $5K | Hold |
333
| – | – | ﹤0.01% | 890 |
|
|
2015
Q2 | $5K | Hold |
333
| – | – | ﹤0.01% | 988 |
|
|
2015
Q1 | $5K | Buy |
+333
| New | +$5K | ﹤0.01% | 928 |
|
|
2014
Q4 | – | Sell |
-333
| Closed | -$5K | – | 946 |
|
|
2014
Q3 | $5K | Hold |
333
| – | – | ﹤0.01% | 867 |
|
|
2014
Q2 | $5K | Hold |
333
| – | – | ﹤0.01% | 909 |
|
|
2014
Q1 | $4K | Hold |
333
| – | – | ﹤0.01% | 873 |
|
|
2013
Q4 | $4K | Hold |
333
| – | – | ﹤0.01% | 808 |
|
|
2013
Q3 | $4K | Buy |
+333
| New | +$4K | ﹤0.01% | 898 |
|