Omni 360 Wealth’s Nuveen New York Quality Municipal Income Fund NAN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$311K Buy
27,267
+2,939
+12% +$33.5K 0.15% 135
2025
Q1
$277K Sell
24,328
-2,972
-11% -$33.8K 0.16% 116
2024
Q4
$311K Buy
27,300
+57
+0.2% +$650 0.19% 94
2024
Q3
$321K Buy
27,243
+179
+0.7% +$2.11K 0.21% 95
2024
Q2
$304K Buy
27,064
+3,028
+13% +$34.1K 0.23% 91
2024
Q1
$263K Buy
24,036
+122
+0.5% +$1.34K 0.21% 97
2023
Q4
$264K Buy
+23,914
New +$264K 0.25% 84