Sheets Smith Wealth Management’s NUVEEN INVESTMENT QLTY MUNI FD NQM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2016
Q3 | – | Sell |
-10,300
| Closed | -$172K | – | 290 |
|
2016
Q2 | $172K | Hold |
10,300
| – | – | 0.05% | 246 |
|
2016
Q1 | $165K | Hold |
10,300
| – | – | 0.05% | 225 |
|
2015
Q4 | $159K | Hold |
10,300
| – | – | 0.05% | 218 |
|
2015
Q3 | $153K | Hold |
10,300
| – | – | 0.05% | 200 |
|
2015
Q2 | $149K | Hold |
10,300
| – | – | 0.04% | 228 |
|
2015
Q1 | $161K | Hold |
10,300
| – | – | 0.04% | 232 |
|
2014
Q4 | $157K | Buy |
+10,300
| New | +$157K | 0.04% | 237 |
|