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Triad Wealth Partners’s Nuveen Quality Municipal Income Fund NAD Stock Holding History

Triad Wealth Partners’s Portfolio NAD Stock Details NAD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-1,028
Closed -$12.1K – 592
2024
Q2 		$12.1K Buy
+1,028
New +$11.6K 0.01% 427

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HWAM
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Triad Wealth Partners's NAD Position: Q3 2024 in Review

Triad Wealth Partners sold out of Nuveen Quality Municipal Income Fund (NAD) in Q3 2024, closing a stake of 1,028 shares — an estimated $12.1K sold.

Triad Wealth Partners first reported a position in NAD in Q2 2024 and held it in 1 quarter. The position peaked at $12.1K in Q2 2024. 285 funds tracked by Wall St. Rank hold NAD as of Q3 2024.

  • Triad Wealth Partners reported no remaining Nuveen Quality Municipal Income Fund position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 1,028 Nuveen Quality Municipal Income Fund shares in Q3 2024, an estimated $12.1K.
  • Triad Wealth Partners first reported a position in Nuveen Quality Municipal Income Fund in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's Nuveen Quality Municipal Income Fund position peaked at $12.1K in Q2 2024.
  • 285 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.