SWM
Seed Wealth Management’s Nuveen Variable Rate Preferred & Income Fund NPFD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $450K | Sell |
23,350
-3,369
| -13% | -$65K | 0.34% | 75 |
|
|
2025
Q1 | $502K | Sell |
26,719
-34,881
| -57% | -$655K | 0.41% | 61 |
|
|
2024
Q4 | $1.12M | Sell |
61,600
-500
| -0.8% | -$9.12K | 0.91% | 30 |
|
|
2024
Q3 | $1.18M | Hold |
62,100
| – | – | 0.94% | 28 |
|
|
2024
Q2 | $1.14M | Buy |
62,100
+2,500
| +4% | +$46K | 0.99% | 26 |
|
|
2024
Q1 | $1.06M | Sell |
59,600
-5,000
| -8% | -$88.8K | 1.01% | 28 |
|
|
2023
Q4 | $1.06M | Buy |
64,600
+24,000
| +59% | +$392K | 1.07% | 26 |
|
|
2023
Q3 | $636K | Hold |
40,600
| – | – | 0.72% | 37 |
|
|
2023
Q2 | $628K | Buy |
+40,600
| New | +$628K | 0.67% | 39 |
|