IWA
IBEX Wealth Advisors’s Nuveen Quality Municipal Income Fund NAD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.56M | Sell |
138,423
-2,828
| -2% | -$31.9K | 0.17% | 87 |
|
|
2025
Q1 | $1.63M | Buy |
141,251
+7,820
| +6% | +$90.1K | 0.22% | 86 |
|
|
2024
Q4 | $1.56M | Buy |
+133,431
| New | +$1.56M | 0.18% | 95 |
|
|
2023
Q1 | – | Sell |
-167,786
| Closed | -$1.98M | – | 137 |
|
|
2022
Q4 | $1.98M | Sell |
167,786
-9,765
| -5% | -$115K | 0.45% | 70 |
|
|
2022
Q3 | $1.95M | Sell |
177,551
-8,768
| -5% | -$96.4K | 0.51% | 68 |
|
|
2022
Q2 | $2.32M | Sell |
186,319
-6,062
| -3% | -$75.6K | 0.54% | 70 |
|
|
2022
Q1 | $2.57M | Sell |
192,381
-6,355
| -3% | -$84.9K | 0.49% | 74 |
|
|
2021
Q4 | $3.2M | Sell |
198,736
-11,519
| -5% | -$186K | 0.57% | 69 |
|
|
2021
Q3 | $3.28M | Sell |
210,255
-16,296
| -7% | -$255K | 0.63% | 65 |
|
|
2021
Q2 | $3.63M | Buy |
226,551
+21,920
| +11% | +$351K | 0.73% | 59 |
|
|
2021
Q1 | $3.1M | Sell |
204,631
-585
| -0.3% | -$8.86K | 0.76% | 58 |
|
|
2020
Q4 | $3.15M | Buy |
205,216
+2,588
| +1% | +$39.8K | 0.82% | 53 |
|
|
2020
Q3 | $2.94M | Sell |
202,628
-8,518
| -4% | -$124K | 0.85% | 51 |
|
|
2020
Q2 | $2.96M | Buy |
211,146
+15,558
| +8% | +$218K | 0.95% | 47 |
|
|
2020
Q1 | $2.69M | Buy |
195,588
+41,237
| +27% | +$567K | 1.05% | 44 |
|
|
2019
Q4 | $2.25M | Buy |
154,351
+11,868
| +8% | +$173K | 0.69% | 63 |
|
|
2019
Q3 | $2.05M | Buy |
142,483
+8,953
| +7% | +$129K | 0.68% | 65 |
|
|
2019
Q2 | $1.87M | Buy |
133,530
+19,870
| +17% | +$278K | 0.54% | 75 |
|
|
2019
Q1 | $1.54M | Buy |
113,660
+91,706
| +418% | +$1.24M | 0.54% | 79 |
|
|
2018
Q4 | $275K | Buy |
+21,954
| New | +$275K | 0.13% | 72 |
|
|
2017
Q1 | – | Sell |
-887
| Closed | -$12K | – | 260 |
|
|
2016
Q4 | $12K | Buy |
+887
| New | +$12K | 0.01% | 269 |
|