U.S. Capital Wealth Advisors’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 |
-67,214
| Closed | -$858K | – | 705 |
|
|
2023
Q1 | $858K | Sell |
67,214
-1,000
| -1% | -$12.8K | 0.04% | 331 |
|
|
2022
Q4 | $852K | Sell |
68,214
-1,000
| -1% | -$12.5K | 0.04% | 360 |
|
|
2022
Q3 | $827K | Hold |
69,214
| – | – | 0.04% | 354 |
|
|
2022
Q2 | $880K | Hold |
69,214
| – | – | 0.04% | 374 |
|
|
2022
Q1 | $939K | Sell |
69,214
-11,545
| -14% | -$157K | 0.03% | 405 |
|
|
2021
Q4 | $1.19M | Hold |
80,759
| – | – | 0.05% | 361 |
|
|
2021
Q3 | $1.19M | Buy |
+80,759
| New | +$1.19M | 0.05% | 354 |
|