Steward Partners Investment Advisory’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 | $2.18M | Buy |
193,533
+133,303
| +221% | +$1.5M | 0.02% | 692 |
|
|
2025
Q1 | $694K | Sell |
60,230
-4,436
| -7% | -$51.1K | 0.01% | 1066 |
|
|
2024
Q4 | $754K | Buy |
64,666
+477
| +0.7% | +$5.56K | 0.01% | 974 |
|
|
2024
Q3 | $795K | Buy |
64,189
+5,603
| +10% | +$69.4K | 0.01% | 938 |
|
|
2024
Q2 | $688K | Buy |
58,586
+907
| +2% | +$10.6K | 0.01% | 934 |
|
|
2024
Q1 | $661K | Buy |
57,679
+4,062
| +8% | +$46.6K | 0.01% | 945 |
|
|
2023
Q4 | $614K | Buy |
53,617
+26,340
| +97% | +$302K | 0.01% | 910 |
|
|
2023
Q3 | $277K | Sell |
27,277
-751
| -3% | -$7.62K | ﹤0.01% | 1151 |
|
|
2023
Q2 | $316K | Sell |
28,028
-1,917
| -6% | -$21.6K | ﹤0.01% | 1098 |
|
|
2023
Q1 | $345K | Buy |
29,945
+3,176
| +12% | +$36.6K | 0.01% | 1060 |
|
|
2022
Q4 | $316K | Sell |
26,769
-12,906
| -33% | -$152K | 0.01% | 1062 |
|
|
2022
Q3 | $436K | Buy |
39,675
+13,147
| +50% | +$144K | 0.01% | 904 |
|
|
2022
Q2 | $331K | Buy |
26,528
+8,308
| +46% | +$104K | 0.01% | 994 |
|
|
2022
Q1 | $243K | Buy |
18,220
+2,588
| +17% | +$34.5K | ﹤0.01% | 1219 |
|
|
2021
Q4 | $252K | Buy |
15,632
+2,854
| +22% | +$46K | ﹤0.01% | 1220 |
|
|
2021
Q3 | $200K | Buy |
12,778
+800
| +7% | +$12.5K | ﹤0.01% | 1271 |
|
|
2021
Q2 | $192K | Sell |
11,978
-41,606
| -78% | -$667K | ﹤0.01% | 1574 |
|
|
2021
Q1 | $811K | Buy |
53,584
+42,406
| +379% | +$642K | 0.01% | 720 |
|
|
2020
Q4 | $172K | Buy |
11,178
+1,650
| +17% | +$25.4K | ﹤0.01% | 1133 |
|
|
2020
Q3 | $138K | Buy |
9,528
+551
| +6% | +$7.98K | ﹤0.01% | 1085 |
|
|
2020
Q2 | $126K | Sell |
8,977
-3,914
| -30% | -$54.9K | ﹤0.01% | 1053 |
|
|
2020
Q1 | $177K | Buy |
12,891
+900
| +8% | +$12.4K | 0.01% | 826 |
|
|
2019
Q4 | $175K | Buy |
11,991
+1,250
| +12% | +$18.2K | 0.01% | 922 |
|
|
2019
Q3 | $154K | Buy |
10,741
+6,500
| +153% | +$93.2K | 0.01% | 931 |
|
|
2019
Q2 | $59K | Buy |
+4,241
| New | +$59K | ﹤0.01% | 1275 |
|
|
2018
Q4 | – | Sell |
-14,561
| Closed | -$186K | – | 1634 |
|
|
2018
Q3 | $186K | Sell |
14,561
-8,718
| -37% | -$111K | 0.01% | 740 |
|
|
2018
Q2 | $310K | Buy |
23,279
+8,655
| +59% | +$115K | 0.02% | 560 |
|
|
2018
Q1 | $192K | Buy |
14,624
+123
| +0.8% | +$1.62K | 0.01% | 626 |
|
|
2017
Q4 | $203K | Buy |
14,501
+12,147
| +516% | +$170K | 0.02% | 515 |
|
|
2017
Q3 | $33K | Buy |
2,354
+6
| +0.3% | +$84 | ﹤0.01% | 797 |
|
|
2017
Q2 | $32K | Buy |
2,348
+332
| +16% | +$4.53K | ﹤0.01% | 748 |
|
|
2017
Q1 | $27K | Buy |
+2,016
| New | +$27K | ﹤0.01% | 680 |
|