Sterling Investment Advisors (Pennsylvania)’s NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND NID Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-43,500
Closed -$566K 144
2023
Q1
$566K Hold
43,500
0.19% 92
2022
Q4
$571K Hold
43,500
0.2% 95
2022
Q3
$538K Hold
43,500
0.2% 98
2022
Q2
$566K Sell
43,500
-3,000
-6% -$39K 0.19% 97
2022
Q1
$644K Sell
46,500
-9,000
-16% -$125K 0.18% 101
2021
Q4
$828K Hold
55,500
0.23% 94
2021
Q3
$817K Sell
55,500
-2,000
-3% -$29.4K 0.24% 93
2021
Q2
$861K Sell
57,500
-2,400
-4% -$35.9K 0.25% 94
2021
Q1
$855K Sell
59,900
-600
-1% -$8.56K 0.28% 87
2020
Q4
$840K Buy
60,500
+2,000
+3% +$27.8K 0.29% 80
2020
Q3
$782K Buy
58,500
+2,500
+4% +$33.4K 0.3% 79
2020
Q2
$739K Sell
56,000
-1,000
-2% -$13.2K 0.31% 79
2020
Q1
$740K Buy
57,000
+2,000
+4% +$26K 0.39% 70
2019
Q4
$765K Hold
55,000
0.35% 68
2019
Q3
$755K Hold
55,000
0.39% 65
2019
Q2
$739K Hold
55,000
0.38% 68
2019
Q1
$723K Buy
55,000
+7,000
+15% +$92K 0.37% 70
2018
Q4
$594K Sell
48,000
-5,000
-9% -$61.9K 0.35% 72
2018
Q3
$662K Hold
53,000
0.35% 72
2018
Q2
$659K Sell
53,000
-9,700
-15% -$121K 0.39% 69
2018
Q1
$788K Sell
62,700
-4,000
-6% -$50.3K 0.48% 60
2017
Q4
$866K Buy
66,700
+9,000
+16% +$117K 0.54% 57
2017
Q3
$772K Hold
57,700
0.51% 60
2017
Q2
$770K Buy
57,700
+15,200
+36% +$203K 0.51% 60
2017
Q1
$551K Buy
+42,500
New +$551K 0.4% 68