Sheets Smith Wealth Management’s Nuveen Municipal Income NMI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-14,590
Closed -$167K 368
2021
Q1
$167K Hold
14,590
0.02% 324
2020
Q4
$166K Hold
14,590
0.03% 328
2020
Q3
$173K Hold
14,590
0.03% 287
2020
Q2
$156K Hold
14,590
0.03% 252
2020
Q1
$165K Hold
14,590
0.03% 265
2019
Q4
$165K Buy
14,590
+1,000
+7% +$11.3K 0.03% 308
2019
Q3
$156K Buy
13,590
+3,000
+28% +$34.4K 0.03% 288
2019
Q2
$119K Hold
10,590
0.02% 309
2019
Q1
$115K Hold
10,590
0.02% 308
2018
Q4
$107K Sell
10,590
-2,000
-16% -$20.2K 0.03% 269
2018
Q3
$129K Hold
12,590
0.03% 329
2018
Q2
$142K Hold
12,590
0.03% 301
2018
Q1
$147K Hold
12,590
0.04% 303
2017
Q4
$146K Hold
12,590
0.03% 317
2017
Q3
$145K Hold
12,590
0.04% 299
2017
Q2
$148K Hold
12,590
0.04% 288
2017
Q1
$154K Sell
12,590
-2,000
-14% -$24.5K 0.04% 283
2016
Q4
$164K Buy
14,590
+90
+0.6% +$1.01K 0.05% 266
2016
Q3
$184K Hold
14,500
0.05% 252
2016
Q2
$191K Buy
14,500
+2,000
+16% +$26.3K 0.06% 244
2016
Q1
$155K Hold
12,500
0.05% 227
2015
Q4
$150K Hold
12,500
0.05% 220
2015
Q3
$134K Hold
12,500
0.05% 203
2015
Q2
$138K Hold
12,500
0.04% 229
2015
Q1
$148K Hold
12,500
0.04% 233
2014
Q4
$149K Hold
12,500
0.04% 238
2014
Q3
$137K Hold
12,500
0.04% 236
2014
Q2
$138K Hold
12,500
0.04% 256
2014
Q1
$140K Sell
12,500
-1,000
-7% -$11.2K 0.04% 238
2013
Q4
$137K Hold
13,500
0.04% 255
2013
Q3
$136K Hold
13,500
0.04% 229
2013
Q2
$145K Buy
+13,500
New +$145K 0.05% 219