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