Keudell/Morrison Wealth Management’s Nuveen Municipal Income NMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-10,550
| Closed | -$125K | – | 179 |
|
|
2021
Q2 | $125K | Sell |
10,550
-1,250
| -11% | -$14.8K | 0.07% | 165 |
|
|
2021
Q1 | $135K | Hold |
11,800
| – | – | 0.08% | 164 |
|
|
2020
Q4 | $134K | Hold |
11,800
| – | – | 0.09% | 156 |
|
|
2020
Q3 | $140K | Hold |
11,800
| – | – | 0.09% | 141 |
|
|
2020
Q2 | $126K | Hold |
11,800
| – | – | 0.1% | 137 |
|
|
2020
Q1 | $133K | Sell |
11,800
-4,300
| -27% | -$48.5K | 0.13% | 130 |
|
|
2019
Q4 | $182K | Hold |
16,100
| – | – | 0.13% | 149 |
|
|
2019
Q3 | $185K | Hold |
16,100
| – | – | 0.15% | 144 |
|
|
2019
Q2 | $184K | Hold |
16,100
| – | – | 0.16% | 133 |
|
|
2019
Q1 | $175K | Buy |
+16,100
| New | +$175K | 0.15% | 132 |
|