Journey Strategic Wealth’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 | $323K | Sell |
28,650
-6,109
| -18% | -$69K | 0.01% | 399 |
|
|
2025
Q1 | $400K | Sell |
34,759
-9,264
| -21% | -$107K | 0.01% | 273 |
|
|
2024
Q4 | $513K | Buy |
44,023
+864
| +2% | +$10.1K | 0.02% | 210 |
|
|
2024
Q3 | $534K | Buy |
43,159
+2,000
| +5% | +$24.8K | 0.02% | 206 |
|
|
2024
Q2 | $483K | Sell |
41,159
-9,814
| -19% | -$115K | 0.02% | 161 |
|
|
2024
Q1 | $584K | Sell |
50,973
-2,089
| -4% | -$23.9K | 0.03% | 120 |
|
|
2023
Q4 | $608K | Buy |
53,062
+17,689
| +50% | +$203K | 0.03% | 91 |
|
|
2023
Q3 | $359K | Buy |
35,373
+17,373
| +97% | +$176K | 0.02% | 101 |
|
|
2023
Q2 | $203K | Hold |
18,000
| – | – | 0.01% | 174 |
|
|
2023
Q1 | $208K | Hold |
18,000
| – | – | 0.02% | 222 |
|
|
2022
Q4 | $212K | Buy |
+18,000
| New | +$212K | 0.03% | 204 |
|