Steward Partners Investment Advisory’s Nuveen New York Quality Municipal Income Fund NAN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $103K | Buy |
9,000
+500
| +6% | +$5.71K | ﹤0.01% | 2103 |
|
2025
Q1 | $96.7K | Hold |
8,500
| – | – | ﹤0.01% | 2032 |
|
2024
Q4 | $96.9K | Hold |
8,500
| – | – | ﹤0.01% | 2004 |
|
2024
Q3 | $100K | Hold |
8,500
| – | – | ﹤0.01% | 1871 |
|
2024
Q2 | $95.6K | Hold |
8,500
| – | – | ﹤0.01% | 1803 |
|
2024
Q1 | $93.1K | Sell |
8,500
-561
| -6% | -$6.14K | ﹤0.01% | 1810 |
|
2023
Q4 | $100K | Sell |
9,061
-716
| -7% | -$7.91K | ﹤0.01% | 1703 |
|
2023
Q3 | $94.5K | Buy |
9,777
+2,116
| +28% | +$20.5K | ﹤0.01% | 1593 |
|
2023
Q2 | $82.4K | Hold |
7,661
| – | – | ﹤0.01% | 1678 |
|
2023
Q1 | $84.6K | Sell |
7,661
-135
| -2% | -$1.49K | ﹤0.01% | 1651 |
|
2022
Q4 | $83.4K | Buy |
7,796
+11
| +0.1% | +$118 | ﹤0.01% | 1616 |
|
2022
Q3 | $82K | Buy |
7,785
+9
| +0.1% | +$95 | ﹤0.01% | 1572 |
|
2022
Q2 | $91K | Buy |
7,776
+8
| +0.1% | +$94 | ﹤0.01% | 1535 |
|
2022
Q1 | $98K | Buy |
7,768
+5
| +0.1% | +$63 | ﹤0.01% | 1620 |
|
2021
Q4 | $115K | Buy |
7,763
+9
| +0.1% | +$133 | ﹤0.01% | 1539 |
|
2021
Q3 | $114K | Buy |
7,754
+6
| +0.1% | +$88 | ﹤0.01% | 1496 |
|
2021
Q2 | $117K | Buy |
7,748
+7
| +0.1% | +$106 | ﹤0.01% | 2023 |
|
2021
Q1 | $110K | Sell |
7,741
-1,995
| -20% | -$28.4K | ﹤0.01% | 1566 |
|
2020
Q4 | $138K | Buy |
9,736
+9
| +0.1% | +$128 | ﹤0.01% | 1227 |
|
2020
Q3 | $133K | Buy |
9,727
+7
| +0.1% | +$96 | ﹤0.01% | 1105 |
|
2020
Q2 | $131K | Buy |
9,720
+211
| +2% | +$2.84K | ﹤0.01% | 1034 |
|
2020
Q1 | $124K | Buy |
9,509
+8,901
| +1,464% | +$116K | ﹤0.01% | 930 |
|
2019
Q4 | $8K | Buy |
608
+8
| +1% | +$105 | ﹤0.01% | 2094 |
|
2019
Q3 | $8K | Buy |
600
+6
| +1% | +$80 | ﹤0.01% | 2091 |
|
2019
Q2 | $8K | Buy |
+594
| New | +$8K | ﹤0.01% | 2077 |
|
2018
Q4 | – | Sell |
-574
| Closed | -$7K | – | 1635 |
|
2018
Q3 | $7K | Buy |
574
+7
| +1% | +$85 | ﹤0.01% | 2023 |
|
2018
Q2 | $7K | Buy |
567
+6
| +1% | +$74 | ﹤0.01% | 1879 |
|
2018
Q1 | $7K | Buy |
561
+5
| +0.9% | +$62 | ﹤0.01% | 1695 |
|
2017
Q4 | $7K | Buy |
556
+6
| +1% | +$76 | ﹤0.01% | 1437 |
|
2017
Q3 | $7K | Hold |
550
| – | – | ﹤0.01% | 1211 |
|
2017
Q2 | $7K | Buy |
550
+2
| +0.4% | +$25 | ﹤0.01% | 1143 |
|
2017
Q1 | $7K | Buy |
+548
| New | +$7K | ﹤0.01% | 1037 |
|