Kingsview Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-12,362
| Closed | -$145K | – | 1135 |
|
|
2024
Q2 | $145K | Sell |
12,362
-730
| -6% | -$8.57K | ﹤0.01% | 1010 |
|
|
2024
Q1 | $150K | Sell |
13,092
-4,535
| -26% | -$52K | ﹤0.01% | 986 |
|
|
2023
Q4 | $202K | Buy |
17,627
+5,846
| +50% | +$66.9K | 0.01% | 905 |
|
|
2023
Q3 | $119K | Sell |
11,781
-404
| -3% | -$4.1K | ﹤0.01% | 910 |
|
|
2023
Q2 | $137K | Sell |
12,185
-2,500
| -17% | -$28.2K | 0.01% | 874 |
|
|
2023
Q1 | $169K | Sell |
14,685
-1,164
| -7% | -$13.4K | 0.01% | 834 |
|
|
2022
Q4 | $187K | Sell |
15,849
-7,500
| -32% | -$88.5K | 0.01% | 799 |
|
|
2022
Q3 | $257K | Sell |
23,349
-4,544
| -16% | -$50K | 0.01% | 681 |
|
|
2022
Q2 | $348K | Sell |
27,893
-1,065
| -4% | -$13.3K | 0.02% | 616 |
|
|
2022
Q1 | $387K | Buy |
28,958
+12
| +0% | +$160 | 0.02% | 630 |
|
|
2021
Q4 | $466K | Sell |
28,946
-6
| -0% | -$97 | 0.02% | 587 |
|
|
2021
Q3 | $452K | Sell |
28,952
-500
| -2% | -$7.81K | 0.02% | 572 |
|
|
2021
Q2 | $473K | Hold |
29,452
| – | – | 0.02% | 568 |
|
|
2021
Q1 | $447K | Hold |
29,452
| – | – | 0.03% | 530 |
|
|
2020
Q4 | $453K | Hold |
29,452
| – | – | 0.03% | 466 |
|
|
2020
Q3 | $428K | Hold |
29,452
| – | – | 0.04% | 401 |
|
|
2020
Q2 | $413K | Hold |
29,452
| – | – | 0.04% | 371 |
|
|
2020
Q1 | $405K | Buy |
+29,452
| New | +$405K | 0.05% | 296 |
|