Plante Moran Financial Advisors’s Nuveen Quality Municipal Income Fund NAD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,000
| Closed | -$11.5K | – | 870 |
|
|
2023
Q1 | $11.5K | Hold |
1,000
| – | – | ﹤0.01% | 542 |
|
|
2022
Q4 | $11.8K | Hold |
1,000
| – | – | ﹤0.01% | 556 |
|
|
2022
Q3 | $11K | Hold |
1,000
| – | – | ﹤0.01% | 562 |
|
|
2022
Q2 | $12K | Hold |
1,000
| – | – | ﹤0.01% | 567 |
|
|
2022
Q1 | $13K | Hold |
1,000
| – | – | ﹤0.01% | 568 |
|
|
2021
Q4 | $16K | Hold |
1,000
| – | – | ﹤0.01% | 604 |
|
|
2021
Q3 | $16K | Hold |
1,000
| – | – | ﹤0.01% | 606 |
|
|
2021
Q2 | $16K | Hold |
1,000
| – | – | ﹤0.01% | 602 |
|
|
2021
Q1 | $15K | Buy |
+1,000
| New | +$15K | ﹤0.01% | 580 |
|
|
2017
Q3 | – | Sell |
-10,010
| Closed | -$141K | – | 845 |
|
|
2017
Q2 | $141K | Hold |
10,010
| – | – | 0.09% | 157 |
|
|
2017
Q1 | $137K | Hold |
10,010
| – | – | 0.08% | 168 |
|
|
2016
Q4 | $140K | Hold |
10,010
| – | – | 0.09% | 176 |
|
|
2016
Q3 | $151K | Buy |
+10,010
| New | +$151K | 0.1% | 147 |
|