SWA
SFMG Wealth Advisors’s Nuveen Quality Municipal Income Fund NAD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $143K | Hold |
12,709
| – | – | 0.01% | 261 |
|
|
2025
Q1 | $146K | Hold |
12,709
| – | – | 0.01% | 262 |
|
|
2024
Q4 | $148K | Hold |
12,709
| – | – | 0.01% | 256 |
|
|
2024
Q3 | $157K | Hold |
12,709
| – | – | 0.01% | 258 |
|
|
2024
Q2 | $149K | Sell |
12,709
-1,030
| -7% | -$12.1K | 0.01% | 254 |
|
|
2024
Q1 | $157K | Buy |
13,739
+12
| +0.1% | +$138 | 0.01% | 258 |
|
|
2023
Q4 | $157K | Buy |
13,727
+12
| +0.1% | +$137 | 0.01% | 250 |
|
|
2023
Q3 | $139K | Buy |
+13,715
| New | +$139K | 0.01% | 231 |
|