Opal Wealth Advisors’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 | $139K | Buy |
12,143
+135
| +1% | +$1.54K | 0.04% | 234 |
|
|
2025
Q1 | $137K | Buy |
12,008
+1,429
| +14% | +$16.3K | 0.04% | 232 |
|
|
2024
Q4 | $121K | Sell |
10,579
-446
| -4% | -$5.08K | 0.04% | 190 |
|
|
2024
Q3 | $130K | Buy |
11,025
+125
| +1% | +$1.47K | 0.04% | 188 |
|
|
2024
Q2 | $123K | Buy |
+10,900
| New | +$123K | 0.04% | 247 |
|
|
2023
Q4 | – | Sell |
-11,033
| Closed | -$107K | – | 172 |
|
|
2023
Q3 | $107K | Sell |
11,033
-11,925
| -52% | -$115K | 0.06% | 141 |
|
|
2023
Q2 | $247K | Buy |
22,958
+46
| +0.2% | +$495 | 0.12% | 123 |
|
|
2023
Q1 | $253K | Buy |
22,912
+46
| +0.2% | +$508 | 0.15% | 88 |
|
|
2022
Q4 | $245K | Buy |
+22,866
| New | +$245K | 0.13% | 96 |
|
|
2022
Q3 | – | Sell |
-20,149
| Closed | -$236K | – | 109 |
|
|
2022
Q2 | $236K | Buy |
20,149
+5,156
| +34% | +$60.4K | 0.16% | 91 |
|
|
2022
Q1 | $188K | Buy |
14,993
+2,818
| +23% | +$35.3K | 0.16% | 100 |
|
|
2021
Q4 | $180K | Buy |
+12,175
| New | +$180K | 0.11% | 123 |
|