Patriot Financial Group Insurance Agency’s Nuveen Multi-Asset Income Fund NMAI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-5,346	Closed	-$71K	–	1401
2022 Q2	$71K	Buy	5,346 +227	+4%	+$3.02K	0.01%	631
2022 Q1	$83K	Buy	+5,119	New	+$83K	0.01%	634