Steward Partners Investment Advisory’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 |
-37,401
| Closed | -$486K | – | 3435 |
|
|
2023
Q1 | $486K | Sell |
37,401
-84,519
| -69% | -$1.1M | 0.01% | 937 |
|
|
2022
Q4 | $1.6M | Sell |
121,920
-45,023
| -27% | -$591K | 0.03% | 518 |
|
|
2022
Q3 | $2.07M | Sell |
166,943
-30,920
| -16% | -$382K | 0.04% | 419 |
|
|
2022
Q2 | $2.57M | Sell |
197,863
-54,233
| -22% | -$705K | 0.05% | 365 |
|
|
2022
Q1 | $3.49M | Sell |
252,096
-20,226
| -7% | -$280K | 0.05% | 335 |
|
|
2021
Q4 | $4.06M | Sell |
272,322
-2,203
| -0.8% | -$32.9K | 0.06% | 306 |
|
|
2021
Q3 | $4.04M | Sell |
274,525
-3,305
| -1% | -$48.7K | 0.07% | 291 |
|
|
2021
Q2 | $4.16M | Sell |
277,830
-49,457
| -15% | -$741K | 0.07% | 282 |
|
|
2021
Q1 | $4.67M | Buy |
327,287
+50,400
| +18% | +$720K | 0.08% | 256 |
|
|
2020
Q4 | $3.84M | Buy |
276,887
+9,605
| +4% | +$133K | 0.08% | 244 |
|
|
2020
Q3 | $3.57M | Buy |
267,282
+16,655
| +7% | +$223K | 0.09% | 230 |
|
|
2020
Q2 | $3.31M | Buy |
250,627
+1,544
| +0.6% | +$20.4K | 0.09% | 222 |
|
|
2020
Q1 | $3.24M | Buy |
249,083
+52,653
| +27% | +$684K | 0.12% | 187 |
|
|
2019
Q4 | $2.73M | Buy |
196,430
+39,108
| +25% | +$544K | 0.08% | 253 |
|
|
2019
Q3 | $2.16M | Buy |
157,322
+94,262
| +149% | +$1.29M | 0.07% | 264 |
|
|
2019
Q2 | $846K | Buy |
63,060
+33,811
| +116% | +$454K | 0.03% | 422 |
|
|
2019
Q1 | $384K | Buy |
29,249
+17,040
| +140% | +$224K | 0.02% | 577 |
|
|
2018
Q4 | $151K | Buy |
12,209
+6,134
| +101% | +$75.9K | 0.01% | 723 |
|
|
2018
Q3 | $76K | Buy |
6,075
+4,075
| +204% | +$51K | ﹤0.01% | 1029 |
|
|
2018
Q2 | $25K | Hold |
2,000
| – | – | ﹤0.01% | 1382 |
|
|
2018
Q1 | $25K | Hold |
2,000
| – | – | ﹤0.01% | 1255 |
|
|
2017
Q4 | $25K | Hold |
2,000
| – | – | ﹤0.01% | 1052 |
|
|
2017
Q3 | $26K | Hold |
2,000
| – | – | ﹤0.01% | 873 |
|
|
2017
Q2 | $26K | Buy |
+2,000
| New | +$26K | ﹤0.01% | 801 |
|