Kovitz Investment Group Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-40,282
| Closed | -$464K | – | 1377 |
|
|
2025
Q1 | $464K | Buy |
40,282
+876
| +2% | +$10.1K | ﹤0.01% | 920 |
|
|
2024
Q4 | $459K | Sell |
39,406
-4,187
| -10% | -$48.8K | ﹤0.01% | 917 |
|
|
2024
Q3 | $540K | Buy |
+43,593
| New | +$540K | ﹤0.01% | 742 |
|
|
2020
Q2 | – | Sell |
-133,635
| Closed | -$1.84M | – | 380 |
|
|
2020
Q1 | $1.84M | Sell |
133,635
-4,739
| -3% | -$65.1K | 0.07% | 182 |
|
|
2019
Q4 | $2.02M | Sell |
138,374
-280
| -0.2% | -$4.09K | 0.06% | 196 |
|
|
2019
Q3 | $1.99M | Buy |
138,654
+1,650
| +1% | +$23.7K | 0.06% | 197 |
|
|
2019
Q2 | $1.92M | Sell |
137,004
-1,300
| -0.9% | -$18.2K | 0.06% | 196 |
|
|
2019
Q1 | $1.88M | Buy |
+138,304
| New | +$1.88M | 0.06% | 201 |
|