Kercheville Advisors’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 |
-179,755
| Closed | -$2.36M | – | 89 |
|
2022
Q4 | $2.36M | Hold |
179,755
| – | – | 1.63% | 22 |
|
2022
Q3 | $2.22M | Hold |
179,755
| – | – | 2.27% | 15 |
|
2022
Q2 | $2.34M | Hold |
179,755
| – | – | 1.53% | 19 |
|
2022
Q1 | $2.49M | Hold |
179,755
| – | – | 1.18% | 19 |
|
2021
Q4 | $2.68M | Hold |
179,755
| – | – | 1.17% | 22 |
|
2021
Q3 | $2.65M | Sell |
179,755
-5,000
| -3% | -$73.6K | 1.25% | 23 |
|
2021
Q2 | $2.77M | Hold |
184,755
| – | – | 1.28% | 20 |
|
2021
Q1 | $2.64M | Buy |
184,755
+5,000
| +3% | +$71.4K | 1.32% | 19 |
|
2020
Q4 | $2.5M | Buy |
+179,755
| New | +$2.5M | 1.36% | 21 |
|