PIA
Powell Investment Advisors’s Nuveen Quality Municipal Income Fund NAD Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | – | Sell |
-50,504
| Closed | -$558K | – | 139 |
|
2022
Q3 | $558K | Buy |
50,504
+638
| +1% | +$7.05K | 0.37% | 48 |
|
2022
Q2 | $625K | Sell |
49,866
-9,120
| -15% | -$114K | 0.38% | 39 |
|
2022
Q1 | $792K | Buy |
58,986
+670
| +1% | +$9K | 0.46% | 31 |
|
2021
Q4 | $939K | Buy |
58,316
+637
| +1% | +$10.3K | 0.53% | 26 |
|
2021
Q3 | $904K | Buy |
57,679
+607
| +1% | +$9.51K | 0.56% | 24 |
|
2021
Q2 | $917K | Sell |
57,072
-52
| -0.1% | -$836 | 0.56% | 24 |
|
2021
Q1 | $868K | Buy |
57,124
+527
| +0.9% | +$8.01K | 0.57% | 23 |
|
2020
Q4 | $870K | Sell |
56,597
-8,615
| -13% | -$132K | 0.66% | 20 |
|
2020
Q3 | $951K | Buy |
65,212
+626
| +1% | +$9.13K | 0.82% | 19 |
|
2020
Q2 | $909K | Buy |
64,586
+637
| +1% | +$8.97K | 0.88% | 18 |
|
2020
Q1 | $882K | Buy |
63,949
+2,222
| +4% | +$30.6K | 1.07% | 16 |
|
2019
Q4 | $901K | Buy |
+61,727
| New | +$901K | 0.94% | 18 |
|