SWM
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Spire Wealth Management’s Nuveen Taxable Municipal Income Fund NBB Stock Holding History

Spire Wealth Management’s Portfolio NBB Stock Details NBB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-453
Closed -$7K – 2550
2022
Q4 		$7K Hold
453
– – ﹤0.01% 1741
2022
Q3 		$7K Sell
453
-634
-58% -$11.2K ﹤0.01% 1661
2022
Q2 		$19K Hold
1,087
– – ﹤0.01% 1695
2022
Q1 		$22K Hold
1,087
– – ﹤0.01% 1774
2021
Q4 		$25K Hold
1,087
– – ﹤0.01% 2038
2021
Q3 		$25K Hold
1,087
– – ﹤0.01% 1767
2021
Q2 		$25K Buy
1,087
+453
+71% +$10.3K ﹤0.01% 1781
2021
Q1 		$14K Buy
+634
New +$14.5K ﹤0.01% 2301

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