VFA
NAD icon

Valeo Financial Advisors’s Nuveen Quality Municipal Income Fund NAD Stock Holding History

Valeo Financial Advisors’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
2021
Q2 		– Sell
-3,333
Closed -$50K – 1322
2021
Q1 		$50K Buy
+3,333
New +$50.3K ﹤0.01% 869

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V
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Valeo Financial Advisors's NAD Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Nuveen Quality Municipal Income Fund (NAD) in Q2 2021, closing a stake of 3,333 shares — an estimated $50K sold.

Valeo Financial Advisors first reported a position in NAD in Q1 2021 and held it in 1 quarter. The position peaked at $50K in Q1 2021. 244 funds tracked by Wall St. Rank hold NAD as of Q2 2021.

  • Valeo Financial Advisors reported no remaining Nuveen Quality Municipal Income Fund position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 3,333 Nuveen Quality Municipal Income Fund shares in Q2 2021, an estimated $50K.
  • Valeo Financial Advisors first reported a position in Nuveen Quality Municipal Income Fund in Q1 2021 and held it in 1 quarter.
  • Valeo Financial Advisors's Nuveen Quality Municipal Income Fund position peaked at $50K in Q1 2021.
  • 244 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.