WAOTB
Wealth Advisors of Tampa Bay’s Nuveen Quality Municipal Income Fund NAD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.31M | Hold |
115,672
| – | – | 0.49% | 58 |
|
|
2025
Q1 | $1.33M | Hold |
115,672
| – | – | 0.54% | 56 |
|
|
2024
Q4 | $1.35M | Sell |
115,672
-490
| -0.4% | -$5.71K | 0.58% | 54 |
|
|
2024
Q3 | $1.44M | Hold |
116,162
| – | – | 0.6% | 53 |
|
|
2024
Q2 | $1.36M | Hold |
116,162
| – | – | 0.64% | 50 |
|
|
2024
Q1 | $1.33M | Buy |
116,162
+50,000
| +76% | +$573K | 0.63% | 53 |
|
|
2023
Q4 | $758K | Buy |
66,162
+33,838
| +105% | +$387K | 0.38% | 64 |
|
|
2023
Q3 | $328K | Buy |
32,324
+16,162
| +100% | +$164K | 0.09% | 79 |
|
|
2023
Q2 | $182K | Hold |
16,162
| – | – | 0.1% | 74 |
|
|
2023
Q1 | $186K | Hold |
16,162
| – | – | 0.11% | 74 |
|
|
2022
Q4 | $191K | Hold |
16,162
| – | – | 0.12% | 70 |
|
|
2022
Q3 | $178K | Sell |
16,162
-14,162
| -47% | -$156K | 0.12% | 74 |
|
|
2022
Q2 | $378K | Hold |
30,324
| – | – | 0.12% | 75 |
|
|
2022
Q1 | $406K | Sell |
30,324
-237,502
| -89% | -$3.18M | 0.11% | 76 |
|
|
2021
Q4 | $4.32M | Buy |
267,826
+127,621
| +91% | +$2.06M | 1.06% | 44 |
|
|
2021
Q3 | $2.19M | Buy |
140,205
+1,477
| +1% | +$23.1K | 1.21% | 43 |
|
|
2021
Q2 | $2.22M | Buy |
138,728
+3,265
| +2% | +$52.3K | 1.24% | 39 |
|
|
2021
Q1 | $2.05M | Buy |
135,463
+16,712
| +14% | +$253K | 1.21% | 41 |
|
|
2020
Q4 | $1.83M | Buy |
118,751
+34,000
| +40% | +$523K | 1.27% | 40 |
|
|
2020
Q3 | $1.23M | Hold |
84,751
| – | – | 0.91% | 46 |
|
|
2020
Q2 | $1.19M | Buy |
84,751
+59,300
| +233% | +$831K | 0.99% | 43 |
|
|
2020
Q1 | $350K | Hold |
25,451
| – | – | 0.39% | 56 |
|
|
2019
Q4 | $372K | Hold |
25,451
| – | – | 0.34% | 56 |
|
|
2019
Q3 | $365K | Hold |
25,451
| – | – | 0.3% | 63 |
|
|
2019
Q2 | $356K | Hold |
25,451
| – | – | 0.26% | 64 |
|
|
2019
Q1 | $345K | Hold |
25,451
| – | – | 0.25% | 61 |
|
|
2018
Q4 | $319K | Hold |
25,451
| – | – | 0.26% | 60 |
|
|
2018
Q3 | $326K | Sell |
25,451
-1,811
| -7% | -$23.2K | 0.23% | 59 |
|
|
2018
Q2 | $362K | Hold |
27,262
| – | – | 0.28% | 57 |
|
|
2018
Q1 | $358K | Hold |
27,262
| – | – | 0.26% | 59 |
|
|
2017
Q4 | $382K | Buy |
+27,262
| New | +$382K | 0.26% | 59 |
|