U.S. Capital Wealth Advisors’s Nuveen Quality Municipal Income Fund NAD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-49,160	Closed	-$591K	–	1061
2025 Q4	$591K	Sell	49,160 -8,000	-14%	-$95.6K	0.02%	619
2025 Q3	$668K	Sell	57,160 -32,000	-36%	-$364K	0.02%	563
2025 Q2	$1.01M	Buy	89,160 +7,560	+9%	+$84.8K	0.03%	428
2025 Q1	$940K	Buy	81,600 +2,352	+3%	+$27.6K	0.03%	439
2024 Q4	$924K	Sell	79,248 -16,677	-17%	-$201K	0.03%	439
2024 Q3	$1.19M	Sell	95,925 -1,285	-1%	-$15.4K	0.04%	333
2024 Q2	$1.14M	Sell	97,210 -112,087	-54%	-$1.26M	0.04%	329
2024 Q1	$2.4M	Buy	209,297 +4,700	+2%	+$53.1K	0.09%	205
2023 Q4	$2.34M	Sell	204,597 -7,750	-4%	-$81.8K	0.09%	196
2023 Q3	$2.15M	Buy	212,347 +685	+0.3%	+$7.45K	0.1%	183
2023 Q2	$2.39M	Buy	211,662 +1,222	+0.6%	+$13.8K	0.11%	183
2023 Q1	$2.43M	Buy	210,440 +307	+0.1%	+$3.55K	0.11%	176
2022 Q4	$2.48M	Buy	210,133 +22,478	+12%	+$253K	0.11%	172
2022 Q3	$2.06M	Buy	187,655 +18,266	+11%	+$228K	0.1%	183
2022 Q2	$2.11M	Buy	169,389 +18,500	+12%	+$234K	0.09%	203
2022 Q1	$2.02M	Buy	150,889 +7,214	+5%	+$104K	0.07%	251
2021 Q4	$2.31M	Sell	143,675 -2,405	-2%	-$37.7K	0.09%	231
2021 Q3	$2.28M	Buy	+146,080	New	+$2.37M	0.1%	226