Wealth Enhancement Advisory Services’s Nuveen Multi-Asset Income Fund NMAI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $170K | Sell |
13,401
-1,099
| -8% | -$14K | ﹤0.01% | 3007 |
|
|
2025
Q1 | $174K | Sell |
14,500
-8
| -0.1% | -$96 | ﹤0.01% | 2637 |
|
|
2024
Q4 | $175K | Buy |
14,508
+615
| +4% | +$7.4K | ﹤0.01% | 2696 |
|
|
2024
Q3 | $184K | Sell |
13,893
-115
| -0.8% | -$1.52K | ﹤0.01% | 2442 |
|
|
2024
Q2 | $173K | Buy |
14,008
+236
| +2% | +$2.92K | ﹤0.01% | 2319 |
|
|
2024
Q1 | $171K | Sell |
13,772
-4,335
| -24% | -$53.9K | ﹤0.01% | 2224 |
|
|
2023
Q4 | $223K | Sell |
18,107
-6,086
| -25% | -$74.9K | ﹤0.01% | 2029 |
|
|
2023
Q3 | $269K | Buy |
+24,193
| New | +$269K | ﹤0.01% | 1802 |
|