GeoWealth Management’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 | 0.02% | 381 |
|
|
2025
Q1 | $686K | Sell |
59,526
-9,409
| -14% | -$108K | 0.03% | 362 |
|
|
2024
Q4 | $804K | Buy |
68,935
+5,936
| +9% | +$69.2K | 0.03% | 353 |
|
|
2024
Q3 | $780K | Buy |
62,999
+23,267
| +59% | +$288K | 0.03% | 364 |
|
|
2024
Q2 | $466K | Sell |
39,732
-37,373
| -48% | -$439K | 0.02% | 451 |
|
|
2024
Q1 | $884K | Sell |
77,105
-13,551
| -15% | -$155K | 0.03% | 322 |
|
|
2023
Q4 | $1.04M | Buy |
+90,656
| New | +$1.04M | 0.09% | 205 |
|