Spire Wealth Management’s NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND NID Stock Holding History

Spire Wealth Management’s Portfolio NID Stock Details NID Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-1,070	Closed	-$13.9K	–	2578
2023 Q1	$13.9K	Buy	+1,070	New	+$14.1K	﹤0.01%	1741
2022 Q3	–	Sell	-1,070	Closed	-$14K	–	2749
2022 Q2	$14K	Sell	1,070 -1,070	-50%	-$14.2K	﹤0.01%	1818
2022 Q1	$30K	Sell	2,140 -1,635	-43%	-$23.2K	﹤0.01%	1645
2021 Q4	$56K	Buy	3,775 +1,635	+76%	+$24.3K	﹤0.01%	1672
2021 Q3	$32K	Hold	2,140	–	–	﹤0.01%	1666
2021 Q2	$32K	Sell	2,140 -1,586	-43%	-$22.9K	﹤0.01%	1676
2021 Q1	$53K	Buy	+3,726	New	+$52.4K	﹤0.01%	1700

Spire Wealth Management's NID Position: Q2 2023 in Review

Spire Wealth Management sold out of NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND (NID) in Q2 2023, closing a stake of 1,070 shares — an estimated $13.9K sold.

Spire Wealth Management first reported a position in NID in Q1 2021 and held it in 7 quarters. The position peaked at $56K in Q4 2021. 0 funds tracked by Wall St. Rank hold NID as of Q2 2023.

Spire Wealth Management reported no remaining NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND position as of Q2 2023 after selling out during the quarter.
Spire Wealth Management sold 1,070 NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND shares in Q2 2023, an estimated $13.9K.
Spire Wealth Management first reported a position in NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND in Q1 2021 and held it in 7 quarters.
Spire Wealth Management's NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND position peaked at $56K in Q4 2021.
0 funds tracked by Wall St. Rank held NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND as of Q2 2023.

Based on Spire Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.