Meridian Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-14,434
| Closed | -$146K | – | 605 |
|
|
2023
Q3 | $146K | Hold |
14,434
| – | – | 0.01% | 515 |
|
|
2023
Q2 | $163K | Hold |
14,434
| – | – | 0.01% | 519 |
|
|
2023
Q1 | $166K | Hold |
14,434
| – | – | 0.01% | 513 |
|
|
2022
Q4 | $170K | Hold |
14,434
| – | – | 0.02% | 496 |
|
|
2022
Q3 | $159K | Hold |
14,434
| – | – | 0.02% | 462 |
|
|
2022
Q2 | $180K | Hold |
14,434
| – | – | 0.01% | 519 |
|
|
2022
Q1 | $193K | Hold |
14,434
| – | – | 0.02% | 380 |
|
|
2021
Q4 | $233K | Hold |
14,434
| – | – | 0.02% | 363 |
|
|
2021
Q3 | $225K | Hold |
14,434
| – | – | 0.03% | 364 |
|
|
2021
Q2 | $231K | Hold |
14,434
| – | – | 0.03% | 350 |
|
|
2021
Q1 | $219K | Hold |
14,434
| – | – | 0.03% | 332 |
|
|
2020
Q4 | $221K | Buy |
14,434
+4,000
| +38% | +$61.2K | 0.04% | 302 |
|
|
2020
Q3 | $151K | Hold |
10,434
| – | – | 0.04% | 244 |
|
|
2020
Q2 | $146K | Hold |
10,434
| – | – | 0.05% | 210 |
|
|
2020
Q1 | $143K | Buy |
+10,434
| New | +$143K | 0.06% | 195 |
|