SW
SVB Wealth’s Nuveen New York Quality Municipal Income Fund NAN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-489
| Closed | -$6K | – | 808 |
|
|
2022
Q1 | $6K | Sell |
489
-3,601
| -88% | -$44.2K | ﹤0.01% | 781 |
|
|
2021
Q4 | $60K | Hold |
4,090
| – | – | ﹤0.01% | 757 |
|
|
2021
Q3 | $60K | Sell |
4,090
-927
| -18% | -$13.6K | ﹤0.01% | 953 |
|
|
2021
Q2 | $75K | Buy |
5,017
+927
| +23% | +$13.9K | ﹤0.01% | 933 |
|
|
2021
Q1 | $58K | Sell |
4,090
-927
| -18% | -$13.1K | ﹤0.01% | 879 |
|
|
2020
Q4 | $70K | Hold |
5,017
| – | – | ﹤0.01% | 806 |
|
|
2020
Q3 | $69K | Buy |
5,017
+4,528
| +926% | +$62.3K | ﹤0.01% | 692 |
|
|
2020
Q2 | $6K | Hold |
489
| – | – | ﹤0.01% | 623 |
|
|
2020
Q1 | $6K | Hold |
489
| – | – | ﹤0.01% | 556 |
|
|
2019
Q4 | $7K | Buy |
+489
| New | +$7K | ﹤0.01% | 634 |
|