Spire Wealth Management’s Nuveen Quality Municipal Income Fund NAD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $356K | Buy |
31,547
+9,000
| +40% | +$102K | 0.01% | 596 |
|
|
2025
Q1 | $260K | Buy |
22,547
+5,000
| +28% | +$57.6K | 0.01% | 759 |
|
|
2024
Q4 | $205K | Buy |
17,547
+1,640
| +10% | +$19.1K | 0.01% | 812 |
|
|
2024
Q3 | $197K | Buy |
15,907
+366
| +2% | +$4.53K | 0.01% | 729 |
|
|
2024
Q2 | $182K | Sell |
15,541
-18,223
| -54% | -$214K | 0.01% | 737 |
|
|
2024
Q1 | $387K | Sell |
33,764
-534
| -2% | -$6.12K | 0.01% | 587 |
|
|
2023
Q4 | $380K | Sell |
34,298
-5,193
| -13% | -$57.6K | 0.01% | 583 |
|
|
2023
Q3 | $400K | Sell |
39,491
-34,130
| -46% | -$346K | 0.02% | 522 |
|
|
2023
Q2 | $830K | Buy |
73,621
+201
| +0.3% | +$2.27K | 0.03% | 383 |
|
|
2023
Q1 | $847K | Buy |
73,420
+45,671
| +165% | +$527K | 0.03% | 377 |
|
|
2022
Q4 | $327K | Sell |
27,749
-4,955
| -15% | -$58.4K | 0.02% | 442 |
|
|
2022
Q3 | $360K | Sell |
32,704
-97,277
| -75% | -$1.07M | 0.02% | 401 |
|
|
2022
Q2 | $1.62M | Sell |
129,981
-64,563
| -33% | -$805K | 0.07% | 238 |
|
|
2022
Q1 | $2.6M | Sell |
194,544
-20,014
| -9% | -$267K | 0.07% | 233 |
|
|
2021
Q4 | $3.46M | Buy |
214,558
+13,700
| +7% | +$221K | 0.08% | 217 |
|
|
2021
Q3 | $3.29M | Buy |
200,858
+12,054
| +6% | +$198K | 0.09% | 211 |
|
|
2021
Q2 | $3.04M | Buy |
188,804
+153,095
| +429% | +$2.46M | 0.08% | 225 |
|
|
2021
Q1 | $556K | Buy |
+35,709
| New | +$556K | 0.01% | 634 |
|