Integrated Wealth Concepts’s NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND NID Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-72,395
| Closed | -$950K | – | 1400 |
|
|
2022
Q4 | $950K | Buy |
72,395
+4,899
| +7% | +$64.3K | 0.03% | 487 |
|
|
2022
Q3 | $835K | Buy |
67,496
+4,840
| +8% | +$59.9K | 0.03% | 461 |
|
|
2022
Q2 | $815K | Sell |
62,656
-5,734
| -8% | -$74.6K | 0.03% | 467 |
|
|
2022
Q1 | $947K | Sell |
68,390
-4,697
| -6% | -$65K | 0.03% | 408 |
|
|
2021
Q4 | $1.09M | Buy |
73,087
+26,601
| +57% | +$397K | 0.03% | 393 |
|
|
2021
Q3 | $684K | Sell |
46,486
-1,734
| -4% | -$25.5K | 0.02% | 498 |
|
|
2021
Q2 | $722K | Buy |
48,220
+1,157
| +2% | +$17.3K | 0.03% | 446 |
|
|
2021
Q1 | $672K | Buy |
47,063
+1,744
| +4% | +$24.9K | 0.03% | 400 |
|
|
2020
Q4 | $629K | Buy |
45,319
+13,658
| +43% | +$190K | 0.03% | 360 |
|
|
2020
Q3 | $423K | Buy |
31,661
+6,506
| +26% | +$86.9K | 0.03% | 384 |
|
|
2020
Q2 | $332K | Buy |
25,155
+7,953
| +46% | +$105K | 0.02% | 374 |
|
|
2020
Q1 | $223K | Sell |
17,202
-1,743
| -9% | -$22.6K | 0.02% | 374 |
|
|
2019
Q4 | $264K | Buy |
18,945
+493
| +3% | +$6.87K | 0.02% | 391 |
|
|
2019
Q3 | $253K | Buy |
18,452
+1,994
| +12% | +$27.3K | 0.03% | 348 |
|
|
2019
Q2 | $149K | Buy |
+16,458
| New | +$149K | 0.02% | 372 |
|