IHT Wealth 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 | $164K | Hold |
14,542
| – | – | ﹤0.01% | 1110 |
|
|
2025
Q1 | $168K | Hold |
14,542
| – | – | 0.01% | 1052 |
|
|
2024
Q4 | $170K | Sell |
14,542
-4,942
| -25% | -$57.6K | 0.01% | 1033 |
|
|
2024
Q3 | $241K | Buy |
19,484
+4,942
| +34% | +$61.2K | 0.01% | 1010 |
|
|
2024
Q2 | $171K | Hold |
14,542
| – | – | 0.01% | 973 |
|
|
2024
Q1 | $167K | Hold |
14,542
| – | – | 0.01% | 959 |
|
|
2023
Q4 | $167K | Hold |
14,542
| – | – | 0.01% | 923 |
|
|
2023
Q3 | $147K | Sell |
14,542
-3,595
| -20% | -$36.5K | 0.01% | 902 |
|
|
2023
Q2 | $204K | Buy |
18,137
+3,595
| +25% | +$40.5K | 0.01% | 874 |
|
|
2023
Q1 | $168K | Hold |
14,542
| – | – | 0.01% | 872 |
|
|
2022
Q4 | $172K | Hold |
14,542
| – | – | 0.01% | 833 |
|
|
2022
Q3 | $160K | Buy |
+14,542
| New | +$160K | 0.01% | 799 |
|
|
2022
Q1 | – | Sell |
-11,270
| Closed | -$182K | – | 824 |
|
|
2021
Q4 | $182K | Hold |
11,270
| – | – | 0.01% | 757 |
|
|
2021
Q3 | $176K | Sell |
11,270
-113,720
| -91% | -$1.78M | 0.01% | 749 |
|
|
2021
Q2 | $2M | Sell |
124,990
-22,988
| -16% | -$368K | 0.13% | 168 |
|
|
2021
Q1 | $2.24M | Buy |
147,978
+400
| +0.3% | +$6.06K | 0.16% | 146 |
|
|
2020
Q4 | $2.27M | Hold |
147,578
| – | – | 0.19% | 123 |
|
|
2020
Q3 | $2.14M | Buy |
147,578
+136,708
| +1,258% | +$1.99M | 0.22% | 106 |
|
|
2020
Q2 | $152K | Sell |
10,870
-186,708
| -94% | -$2.61M | 0.02% | 540 |
|
|
2020
Q1 | $2.72M | Hold |
197,578
| – | – | 0.39% | 59 |
|
|
2019
Q4 | $2.89M | Hold |
197,578
| – | – | 0.34% | 65 |
|
|
2019
Q3 | $2.84M | Buy |
197,578
+2,800
| +1% | +$40.2K | 0.39% | 58 |
|
|
2019
Q2 | $2.73M | Hold |
194,778
| – | – | 0.4% | 53 |
|
|
2019
Q1 | $2.64M | Buy |
194,778
+9,200
| +5% | +$125K | 0.44% | 49 |
|
|
2018
Q4 | $2.33M | Buy |
+185,578
| New | +$2.33M | 0.45% | 51 |
|
|
2018
Q2 | – | Sell |
-1,670
| Closed | -$22K | – | 1018 |
|
|
2018
Q1 | $22K | Hold |
1,670
| – | – | 0.01% | 943 |
|
|
2017
Q4 | $23K | Buy |
1,670
+1,068
| +177% | +$14.7K | 0.01% | 943 |
|
|
2017
Q3 | $9K | Hold |
602
| – | – | ﹤0.01% | 988 |
|
|
2017
Q2 | $15 | Hold |
602
| – | – | 0.01% | 853 |
|
|
2017
Q1 | $8K | Sell |
602
-12,712
| -95% | -$169K | 0.01% | 893 |
|
|
2016
Q4 | $187K | Buy |
+13,314
| New | +$187K | 0.14% | 172 |
|