Legacy Financial Group (Iowa)
NAD icon

Legacy Financial Group (Iowa)’s Nuveen Quality Municipal Income Fund NAD Stock Holding History

Legacy Financial Group (Iowa)’s Portfolio NAD Stock Details NAD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-2,942
Closed -$29.8K – 333
2023
Q3 		$29.8K Buy
+2,942
New +$32K 0.01% 223

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Legacy Financial Group (Iowa)'s NAD Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of Nuveen Quality Municipal Income Fund (NAD) in Q4 2023, closing a stake of 2,942 shares — an estimated $29.8K sold.

Legacy Financial Group (Iowa) first reported a position in NAD in Q3 2023 and held it in 1 quarter. The position peaked at $29.8K in Q3 2023. 268 funds tracked by Wall St. Rank hold NAD as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining Nuveen Quality Municipal Income Fund position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 2,942 Nuveen Quality Municipal Income Fund shares in Q4 2023, an estimated $29.8K.
  • Legacy Financial Group (Iowa) first reported a position in Nuveen Quality Municipal Income Fund in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s Nuveen Quality Municipal Income Fund position peaked at $29.8K in Q3 2023.
  • 268 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.