OneDigital Investment Advisors’s Nuveen Municipal Income NMI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $256K | Buy |
25,489
+256
| +1% | +$2.57K | ﹤0.01% | 1250 |
|
2025
Q1 | $248K | Buy |
25,233
+2,684
| +12% | +$26.4K | ﹤0.01% | 1212 |
|
2024
Q4 | $212K | Buy |
22,549
+299
| +1% | +$2.81K | ﹤0.01% | 1305 |
|
2024
Q3 | $223K | Buy |
22,250
+9,925
| +81% | +$99.6K | ﹤0.01% | 1306 |
|
2024
Q2 | $121K | Buy |
12,325
+106
| +0.9% | +$1.04K | ﹤0.01% | 1317 |
|
2024
Q1 | $115K | Buy |
+12,219
| New | +$115K | ﹤0.01% | 1053 |
|
2022
Q4 | – | Sell |
-20,289
| Closed | -$176K | – | 841 |
|
2022
Q3 | $176K | Sell |
20,289
-720
| -3% | -$6.25K | 0.01% | 717 |
|
2022
Q2 | $195K | Buy |
21,009
+168
| +0.8% | +$1.56K | 0.01% | 662 |
|
2022
Q1 | $209K | Buy |
20,841
+154
| +0.7% | +$1.54K | 0.01% | 688 |
|
2021
Q4 | $237K | Buy |
20,687
+146
| +0.7% | +$1.67K | 0.01% | 654 |
|
2021
Q3 | $246K | Buy |
20,541
+159
| +0.8% | +$1.9K | 0.01% | 614 |
|
2021
Q2 | $241K | Buy |
20,382
+174
| +0.9% | +$2.06K | 0.01% | 612 |
|
2021
Q1 | $231K | Buy |
+20,208
| New | +$231K | 0.01% | 567 |
|