Stratos Wealth Partners’s NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND NIQ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-15,250
| Closed | -$195K | – | 1241 |
|
2023
Q1 | $195K | Sell |
15,250
-3,700
| -20% | -$47.2K | 0.01% | 1042 |
|
2022
Q4 | $237K | Buy |
18,950
+700
| +4% | +$8.74K | 0.01% | 985 |
|
2022
Q3 | $218K | Sell |
18,250
-32,275
| -64% | -$386K | 0.01% | 996 |
|
2022
Q2 | $643K | Sell |
50,525
-14,950
| -23% | -$190K | 0.02% | 639 |
|
2022
Q1 | $888K | Buy |
65,475
+5,175
| +9% | +$70.2K | 0.02% | 594 |
|
2021
Q4 | $889K | Buy |
60,300
+24,000
| +66% | +$354K | 0.02% | 589 |
|
2021
Q3 | $533K | Buy |
36,300
+11,000
| +43% | +$162K | 0.01% | 719 |
|
2021
Q2 | $379K | Buy |
+25,300
| New | +$379K | 0.01% | 873 |
|