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 |
|