Forvis Mazars Wealth Advisors’s Nuveen Multi-Asset Income Fund NMAI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-30,521
| Closed | -$356K | – | 400 |
|
|
2023
Q2 | $356K | Hold |
30,521
| – | – | 0.01% | 332 |
|
|
2023
Q1 | $352K | Hold |
30,521
| – | – | 0.01% | 310 |
|
|
2022
Q4 | $351K | Hold |
30,521
| – | – | 0.01% | 304 |
|
|
2022
Q3 | $348K | Hold |
30,521
| – | – | 0.01% | 301 |
|
|
2022
Q2 | $403K | Hold |
30,521
| – | – | 0.02% | 281 |
|
|
2022
Q1 | $494K | Buy |
+30,521
| New | +$494K | 0.02% | 193 |
|