Modern 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
2025 Q2	$2.62M	Sell	231,929 -11,590	-5%	-$131K	0.07%	237
2025 Q1	$2.81M	Sell	243,519 -6,791	-3%	-$78.2K	0.09%	182
2024 Q4	$2.92M	Buy	250,310 +232,729	+1,324%	+$2.71M	0.11%	155
2024 Q3	$218K	Sell	17,581 -39,978	-69%	-$495K	0.01%	403
2024 Q2	$676K	Buy	+57,559	New	+$676K	0.05%	174