Kozak & Associates’s NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND NID Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
-7,711
Closed -$100K 367
2023
Q1
$100K Hold
7,711
0.05% 112
2022
Q4
$101K Hold
7,711
0.05% 108
2022
Q3
$98K Hold
7,711
0.06% 104
2022
Q2
$100K Hold
7,711
0.07% 104
2022
Q1
$109K Hold
7,711
0.07% 108
2021
Q4
$109K Hold
7,711
0.07% 108
2021
Q3
$114K Buy
+7,711
New +$114K 0.07% 107

Kozak & Associates's NID Position: Q2 2023 in Review

Kozak & Associates sold out of NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND (NID) in Q2 2023, closing a stake of 7,711 shares — an estimated $100K sold.

Kozak & Associates first reported a position in NID in Q3 2021 and held it in 7 quarters. The position peaked at $114K in Q3 2021. 0 funds tracked by Wall St. Rank hold NID as of Q2 2023.

  • Kozak & Associates reported no remaining NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND position as of Q2 2023 after selling out during the quarter.
  • Kozak & Associates sold 7,711 NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND shares in Q2 2023, an estimated $100K.
  • Kozak & Associates first reported a position in NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND in Q3 2021 and held it in 7 quarters.
  • Kozak & Associates's NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND position peaked at $114K in Q3 2021.
  • 0 funds tracked by Wall St. Rank held NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND as of Q2 2023.

Based on Kozak & Associates's 13F filing for Q2 2023, filed 5 Jul 2023.