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