PCS
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Personal CFO Solutions’s Nuveen Quality Municipal Income Fund NAD Stock Holding History

Personal CFO Solutions’s Portfolio NAD Stock Details NAD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-19,500
Closed -$243K – 450
2022
Q2 		$243K Buy
+19,500
New +$247K 0.06% 324

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Personal CFO Solutions's NAD Position: Q3 2022 in Review

Personal CFO Solutions sold out of Nuveen Quality Municipal Income Fund (NAD) in Q3 2022, closing a stake of 19,500 shares — an estimated $243K sold.

Personal CFO Solutions first reported a position in NAD in Q2 2022 and held it in 1 quarter. The position peaked at $243K in Q2 2022. 261 funds tracked by Wall St. Rank hold NAD as of Q3 2022.

  • Personal CFO Solutions reported no remaining Nuveen Quality Municipal Income Fund position as of Q3 2022 after selling out during the quarter.
  • Personal CFO Solutions sold 19,500 Nuveen Quality Municipal Income Fund shares in Q3 2022, an estimated $243K.
  • Personal CFO Solutions first reported a position in Nuveen Quality Municipal Income Fund in Q2 2022 and held it in 1 quarter.
  • Personal CFO Solutions's Nuveen Quality Municipal Income Fund position peaked at $243K in Q2 2022.
  • 261 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q3 2022.

Based on Personal CFO Solutions's 13F filing for Q3 2022, filed 1 Nov 2022.