KFS
Kaizen Financial Strategies’s Nuveen Municipal Income NMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-75,395
| Closed | -$712K | – | 146 |
|
|
2024
Q1 | $712K | Sell |
75,395
-22,925
| -23% | -$217K | 0.48% | 38 |
|
|
2023
Q4 | $905K | Sell |
98,320
-8,874
| -8% | -$81.6K | 0.69% | 27 |
|
|
2023
Q3 | $922K | Sell |
107,194
-23,612
| -18% | -$203K | 0.78% | 28 |
|
|
2023
Q2 | $1.23M | Sell |
130,806
-3,855
| -3% | -$36.2K | 1.05% | 20 |
|
|
2023
Q1 | $1.26M | Sell |
134,661
-7,605
| -5% | -$71.2K | 1.24% | 19 |
|
|
2022
Q4 | $1.38M | Sell |
142,266
-13,269
| -9% | -$129K | 1.36% | 23 |
|
|
2022
Q3 | $1.35M | Buy |
155,535
+7,763
| +5% | +$67.5K | 1.37% | 21 |
|
|
2022
Q2 | $1.37M | Sell |
147,772
-4,157
| -3% | -$38.5K | 1.35% | 20 |
|
|
2022
Q1 | $1.52M | Buy |
151,929
+99,839
| +192% | +$1M | 1.19% | 24 |
|
|
2021
Q4 | $597K | Buy |
+52,090
| New | +$597K | 0.45% | 55 |
|