Integrated Wealth Concepts’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
$287K Sell
25,400
-70
-0.3% -$790 ﹤0.01% 1574
2025
Q1
$293K Sell
25,470
-942
-4% -$10.9K ﹤0.01% 1415
2024
Q4
$308K Sell
26,412
-3,794
-13% -$44.2K ﹤0.01% 1347
2024
Q3
$374K Sell
30,206
-162
-0.5% -$2.01K ﹤0.01% 1215
2024
Q2
$357K Hold
30,368
﹤0.01% 1223
2024
Q1
$348K Buy
30,368
+1,530
+5% +$17.5K 0.01% 1237
2023
Q4
$330K Sell
28,838
-11,765
-29% -$135K 0.01% 1216
2023
Q3
$412K Sell
40,603
-572
-1% -$5.8K 0.01% 1066
2023
Q2
$464K Buy
41,175
+572
+1% +$6.45K 0.01% 1011
2023
Q1
$468K Buy
40,603
+3,794
+10% +$43.7K 0.01% 876
2022
Q4
$434K Buy
+36,809
New +$434K 0.01% 701