GC Wealth Management RIA’s Nuveen Quality Municipal Income Fund NAD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$566K Sell
50,113
-9,413
-16% -$106K 0.05% 295
2025
Q1
$686K Sell
59,526
-9,409
-14% -$108K 0.13% 143
2024
Q4
$804K Buy
68,935
+5,936
+9% +$69.2K 0.14% 122
2024
Q3
$780K Buy
62,999
+23,267
+59% +$288K 0.14% 129
2024
Q2
$466K Sell
39,732
-39,163
-50% -$460K 0.09% 179
2024
Q1
$904K Sell
78,895
-11,761
-13% -$135K 0.18% 107
2023
Q4
$1.04M Buy
+90,656
New +$1.04M 0.47% 58