IWA
IBEX Wealth Advisors’s Nuveen New York Quality Municipal Income Fund NAN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $170K | Hold |
14,908
| – | – | 0.02% | 190 |
|
|
2025
Q1 | $170K | Hold |
14,908
| – | – | 0.02% | 120 |
|
|
2024
Q4 | $170K | Buy |
+14,908
| New | +$170K | 0.02% | 202 |
|
|
2023
Q1 | – | Sell |
-14,908
| Closed | -$160K | – | 138 |
|
|
2022
Q4 | $160K | Hold |
14,908
| – | – | 0.04% | 168 |
|
|
2022
Q3 | $156K | Hold |
14,908
| – | – | 0.04% | 140 |
|
|
2022
Q2 | $175K | Hold |
14,908
| – | – | 0.04% | 146 |
|
|
2022
Q1 | $187K | Hold |
14,908
| – | – | 0.04% | 163 |
|
|
2021
Q4 | $220K | Hold |
14,908
| – | – | 0.04% | 168 |
|
|
2021
Q3 | $219K | Hold |
14,908
| – | – | 0.04% | 168 |
|
|
2021
Q2 | $225K | Buy |
+14,908
| New | +$225K | 0.05% | 167 |
|
|
2019
Q3 | – | Sell |
-1,801
| Closed | -$24K | – | 254 |
|
|
2019
Q2 | $24K | Buy |
+1,801
| New | +$24K | 0.01% | 264 |
|