Merriman Wealth Management’s Nuveen Arizona Quality Municipal Income Fund NAZ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q1 | – | Sell |
-10,000
| Closed | -$135K | – | 189 |
|
2019
Q4 | $135K | Hold |
10,000
| – | – | 0.03% | 176 |
|
2019
Q3 | $135K | Sell |
10,000
-14,040
| -58% | -$190K | 0.03% | 170 |
|
2019
Q2 | $3.14K | Hold |
24,040
| – | – | 0.06% | 147 |
|
2019
Q1 | $308K | Hold |
24,040
| – | – | 0.06% | 164 |
|
2018
Q4 | $293K | Buy |
24,040
+12,040
| +100% | +$147K | 0.06% | 125 |
|
2018
Q3 | $140K | Buy |
+12,000
| New | +$140K | 0.03% | 170 |
|