MGWM
Marks Group Wealth Management’s Nuveen Minnesota Quality Municipal Income Fund NMS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-41,632
| Closed | -$500K | – | 308 |
|
|
2025
Q1 | $500K | Hold |
41,632
| – | – | 0.05% | 241 |
|
|
2024
Q4 | $514K | Hold |
41,632
| – | – | 0.05% | 219 |
|
|
2024
Q3 | $537K | Hold |
41,632
| – | – | 0.05% | 220 |
|
|
2024
Q2 | $473K | Hold |
41,632
| – | – | 0.05% | 227 |
|
|
2024
Q1 | $468K | Hold |
41,632
| – | – | 0.05% | 222 |
|
|
2023
Q4 | $457K | Hold |
41,632
| – | – | 0.05% | 222 |
|
|
2023
Q3 | $406K | Hold |
41,632
| – | – | 0.05% | 225 |
|
|
2023
Q2 | $465K | Hold |
41,632
| – | – | 0.06% | 213 |
|
|
2023
Q1 | $504K | Sell |
41,632
-1,992
| -5% | -$24.1K | 0.06% | 207 |
|
|
2022
Q4 | $491K | Sell |
43,624
-21,684
| -33% | -$244K | 0.07% | 210 |
|
|
2022
Q3 | $786K | Hold |
65,308
| – | – | 0.12% | 175 |
|
|
2022
Q2 | $967K | Buy |
+65,308
| New | +$967K | 0.14% | 163 |
|