Integrated Wealth Concepts’s Nuveen Municipal 2021 Target Term Fund NHA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q1 | – | Sell |
-61,293
| Closed | -$605K | – | 773 |
|
2020
Q4 | $605K | Buy |
61,293
+20,090
| +49% | +$198K | 0.03% | 370 |
|
2020
Q3 | $400K | Buy |
41,203
+8,847
| +27% | +$85.9K | 0.02% | 395 |
|
2020
Q2 | $320K | Buy |
32,356
+10,518
| +48% | +$104K | 0.02% | 381 |
|
2020
Q1 | $206K | Sell |
21,838
-2,424
| -10% | -$22.9K | 0.02% | 388 |
|
2019
Q4 | $237K | Buy |
24,262
+2,956
| +14% | +$28.9K | 0.02% | 419 |
|
2019
Q3 | $208K | Buy |
21,306
+2,797
| +15% | +$27.3K | 0.02% | 400 |
|
2019
Q2 | $108K | Buy |
+18,509
| New | +$108K | 0.01% | 377 |
|