IWA
IBEX Wealth Advisors’s Nuveen New Jersey Quality Municipal Income Fund NXJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-10,445
| Closed | -$161K | – | 197 |
|
|
2021
Q4 | $161K | Buy |
10,445
+2,184
| +26% | +$33.7K | 0.03% | 188 |
|
|
2021
Q3 | $127K | Buy |
+8,261
| New | +$127K | 0.02% | 216 |
|
|
2019
Q3 | – | Sell |
-3,047
| Closed | -$42K | – | 263 |
|
|
2019
Q2 | $42K | Buy |
+3,047
| New | +$42K | 0.01% | 232 |
|
|
2017
Q4 | – | Sell |
-2,815
| Closed | -$39K | – | 120 |
|
|
2017
Q3 | $39K | Buy |
+2,815
| New | +$39K | 0.01% | 141 |
|
|
2017
Q1 | – | Sell |
-2,969
| Closed | -$39K | – | 273 |
|
|
2016
Q4 | $39K | Buy |
+2,969
| New | +$39K | 0.02% | 183 |
|