Integrated Wealth Concepts’s NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND NIQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-73,525
| Closed | -$939K | – | 1602 |
|
|
2023
Q1 | $939K | Sell |
73,525
-346
| -0.5% | -$4.37K | 0.02% | 641 |
|
|
2022
Q4 | $923K | Buy |
73,871
+3,857
| +6% | +$47.5K | 0.03% | 494 |
|
|
2022
Q3 | $837K | Buy |
70,014
+5,037
| +8% | +$64.9K | 0.03% | 459 |
|
|
2022
Q2 | $827K | Sell |
64,977
-6,313
| -9% | -$81.8K | 0.03% | 460 |
|
|
2022
Q1 | $967K | Sell |
71,290
-4,743
| -6% | -$66.9K | 0.03% | 403 |
|
|
2021
Q4 | $1.12M | Buy |
76,033
+27,797
| +58% | +$411K | 0.03% | 381 |
|
|
2021
Q3 | $708K | Sell |
48,236
-570
| -1% | -$8.5K | 0.02% | 489 |
|
|
2021
Q2 | $732K | Buy |
48,806
+1,162
| +2% | +$17.1K | 0.03% | 442 |
|
|
2021
Q1 | $698K | Buy |
47,644
+3,425
| +8% | +$49.7K | 0.03% | 386 |
|
|
2020
Q4 | $651K | Buy |
44,219
+11,844
| +37% | +$170K | 0.03% | 352 |
|
|
2020
Q3 | $463K | Buy |
32,375
+5,971
| +23% | +$85.5K | 0.03% | 360 |
|
|
2020
Q2 | $375K | Buy |
26,404
+7,493
| +40% | +$101K | 0.03% | 352 |
|
|
2020
Q1 | $252K | Sell |
18,911
-1,094
| -5% | -$15.2K | 0.02% | 345 |
|
|
2019
Q4 | $278K | Buy |
20,005
+3,018
| +18% | +$41.5K | 0.02% | 378 |
|
|
2019
Q3 | $232K | Buy |
16,987
+3,462
| +26% | +$47.1K | 0.03% | 372 |
|
|
2019
Q2 | $109K | Buy |
+13,525
| New | +$178K | 0.01% | 376 |
|
Other funds holding NIQ
HWAM
GIP
NDSI
SPIA