Melone Private Wealth’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
$1.99M Buy
176,680
+52,898
+43% +$595K 1.02% 21
2025
Q1
$1.43M Buy
123,782
+12,578
+11% +$145K 0.75% 28
2024
Q4
$1.3M Buy
111,204
+13,249
+14% +$154K 0.67% 28
2024
Q3
$1.21M Buy
97,955
+1,385
+1% +$17.1K 0.64% 27
2024
Q2
$1.13M Buy
96,570
+4,051
+4% +$47.6K 0.67% 28
2024
Q1
$1.06M Buy
92,519
+691
+0.8% +$7.92K 0.64% 28
2023
Q4
$1.05M Buy
91,828
+1,362
+2% +$15.6K 0.67% 28
2023
Q3
$917K Buy
90,466
+890
+1% +$9.03K 0.66% 29
2023
Q2
$1.01M Buy
89,576
+579
+0.7% +$6.53K 0.71% 27
2023
Q1
$1.02M Buy
88,997
+3,872
+5% +$44.6K 0.78% 26
2022
Q4
$1M Buy
85,125
+1,036
+1% +$12.2K 0.85% 27
2022
Q3
$942K Buy
84,089
+1,113
+1% +$12.5K 0.82% 29
2022
Q2
$1.06M Buy
82,976
+2,127
+3% +$27.2K 0.9% 28
2022
Q1
$1.04M Buy
+80,849
New +$1.04M 0.85% 30