Summit Trail Advisors’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 | $125K | Buy |
10,976
+439
| +4% | +$4.99K | ﹤0.01% | 1086 |
|
|
2025
Q1 | $124K | Buy |
10,537
+348
| +3% | +$4.08K | ﹤0.01% | 402 |
|
|
2024
Q4 | $119K | Sell |
10,189
-148
| -1% | -$1.73K | ﹤0.01% | 379 |
|
|
2024
Q3 | $129K | Buy |
+10,337
| New | +$129K | ﹤0.01% | 692 |
|
|
2024
Q2 | – | Sell |
-16,032
| Closed | -$185K | – | 648 |
|
|
2024
Q1 | $185K | Sell |
16,032
-1,794
| -10% | -$20.7K | ﹤0.01% | 565 |
|
|
2023
Q4 | $204K | Buy |
+17,826
| New | +$204K | 0.01% | 500 |
|
|
2022
Q4 | – | Sell |
-12,708
| Closed | -$140K | – | 419 |
|
|
2022
Q3 | $140K | Buy |
+12,708
| New | +$140K | 0.01% | 346 |
|
|
2018
Q3 | – | Sell |
-2,364
| Closed | -$32K | – | 391 |
|
|
2018
Q2 | $32K | Buy |
+2,364
| New | +$32K | 0.01% | 346 |
|