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 |
|