Pinnacle Wealth Planning Services’s Nuveen Quality Municipal Income Fund NAD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$17.6K	Sell	1,534 -4,339	-74%	-$52.1K	﹤0.01%	1759
2025 Q4	$70.6K	Buy	+5,873	New	+$70.2K	0.01%	985
2021 Q4	–	Sell	-10,663	Closed	-$167K	–	447
2021 Q3	$167K	Sell	10,663 -31	-0.3%	-$502	0.04%	340
2021 Q2	$171K	Buy	+10,694	New	+$166K	0.04%	329
2021 Q1	–	Sell	-9,557	Closed	-$147K	–	1363
2020 Q4	$147K	Buy	+9,557	New	+$141K	0.04%	348
2020 Q3	–	Sell	-10,210	Closed	-$143K	–	285
2020 Q2	$143K	Buy	+10,210	New	+$139K	0.05%	240
2020 Q1	–	Sell	-13,995	Closed	-$204K	–	257
2019 Q4	$204K	Buy	+13,995	New	+$202K	0.1%	218
2019 Q3	–	Sell	-12,101	Closed	-$169K	–	212
2019 Q2	$169K	Buy	+12,101	New	+$165K	0.1%	164
2018 Q4	–	Sell	-12,525	Closed	-$160K	–	177
2018 Q3	$160K	Buy	12,525 +11	+0.1%	+$145	0.15%	168
2018 Q2	$166K	Sell	12,514 -150	-1%	-$1.97K	0.16%	171
2018 Q1	$167K	Buy	12,664 +11,723	+1,246%	+$157K	0.17%	167
2017 Q4	$13K	Buy	+941	New	+$13.2K	0.03%	148