Laird Norton Wetherby Wealth Management’s Nuveen Quality Municipal Income Fund NAD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $170K | Buy |
14,610
+403
| +3% | +$4.7K | 0.01% | 860 |
|
|
2024
Q3 | $176K | Buy |
14,207
+1,082
| +8% | +$13.4K | 0.01% | 890 |
|
|
2024
Q2 | $154K | Buy |
+13,125
| New | +$154K | 0.01% | 876 |
|
|
2022
Q3 | – | Sell |
-15,184
| Closed | -$189K | – | 906 |
|
|
2022
Q2 | $189K | Buy |
+15,184
| New | +$189K | 0.01% | 820 |
|
|
2019
Q4 | – | Sell |
-10,265
| Closed | -$147K | – | 713 |
|
|
2019
Q3 | $147K | Sell |
10,265
-701
| -6% | -$10K | 0.02% | 678 |
|
|
2019
Q2 | $154K | Hold |
10,966
| – | – | 0.02% | 657 |
|
|
2019
Q1 | $149K | Sell |
10,966
-6,920
| -39% | -$94K | 0.02% | 636 |
|
|
2018
Q4 | $224K | Buy |
17,886
+486
| +3% | +$6.09K | 0.03% | 551 |
|
|
2018
Q3 | $223K | Hold |
17,400
| – | – | 0.03% | 590 |
|
|
2018
Q2 | $231K | Buy |
17,400
+720
| +4% | +$9.56K | 0.03% | 555 |
|
|
2018
Q1 | $219K | Buy |
16,680
+3,194
| +24% | +$41.9K | 0.03% | 582 |
|
|
2017
Q4 | $190K | Buy |
13,486
+941
| +8% | +$13.3K | 0.03% | 605 |
|
|
2017
Q3 | $178K | Buy |
+12,545
| New | +$178K | 0.03% | 582 |
|
|
2016
Q4 | – | Sell |
-15,196
| Closed | -$229K | – | 537 |
|
|
2016
Q3 | $229K | Buy |
+15,196
| New | +$229K | 0.05% | 458 |
|