Steward Partners Investment Advisory’s NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND NIQ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
-166
Closed -$2.14K 3485
2023
Q2
$2.14K Sell
166
-15,855
-99% -$202K ﹤0.01% 3020
2023
Q1
$205K Sell
16,021
-10,018
-38% -$127K ﹤0.01% 1273
2022
Q4
$325K Buy
26,039
+128
+0.5% +$1.58K 0.01% 1053
2022
Q3
$310K Buy
25,911
+7
+0% +$90 0.01% 1024
2022
Q2
$329K Buy
25,904
+219
+0.9% +$2.84K 0.01% 999
2022
Q1
$348K Buy
+25,685
New +$362K 0.01% 1063

Steward Partners Investment Advisory's NIQ Position: Q3 2023 in Review

Steward Partners Investment Advisory sold out of NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND (NIQ) in Q3 2023, closing a stake of 166 shares — an estimated $2.14K sold.

Steward Partners Investment Advisory first reported a position in NIQ in Q1 2022 and held it in 6 quarters. The position peaked at $348K in Q1 2022. 0 funds tracked by Wall St. Rank hold NIQ as of Q3 2023.

  • Steward Partners Investment Advisory reported no remaining NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND position as of Q3 2023 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 166 NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND shares in Q3 2023, an estimated $2.14K.
  • Steward Partners Investment Advisory first reported a position in NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND in Q1 2022 and held it in 6 quarters.
  • Steward Partners Investment Advisory's NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND position peaked at $348K in Q1 2022.
  • 0 funds tracked by Wall St. Rank held NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND as of Q3 2023.

Based on Steward Partners Investment Advisory's 13F filing for Q3 2023, filed 13 Nov 2023.