KAS
NID

Kestra Advisory Services’s NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND NID Stock Holding History

Kestra Advisory Services’s Portfolio NID Stock Details NID Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-55,965
Closed -$734K – 2354
2022
Q4 		$734K Sell
55,965
-2,144
-4% -$27.3K 0.01% 1196
2022
Q3 		$719K Sell
58,109
-1,276
-2% -$16.9K 0.01% 1122
2022
Q2 		$772K Sell
59,385
-11,993
-17% -$159K 0.01% 1097
2022
Q1 		$989K Sell
71,378
-8,178
-10% -$116K 0.01% 971
2021
Q4 		$1.19M Sell
79,556
-18,063
-19% -$268K 0.01% 903
2021
Q3 		$1.44M Buy
97,619
+12,940
+15% +$192K 0.01% 838
2021
Q2 		$1.27M Buy
84,679
+2,631
+3% +$38K 0.01% 828
2021
Q1 		$1.17M Sell
82,048
-3,304
-4% -$46.5K 0.01% 802
2020
Q4 		$1.18M Buy
85,352
+33,227
+64% +$450K 0.01% 790
2020
Q3 		$696K Buy
+52,125
New +$694K 0.01% 744

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BRWA
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EWA
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RJT
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