WMA
Wealth Management Associates’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 | $283K | Hold |
25,026
| – | – | 0.11% | 169 |
|
|
2025
Q1 | $288K | Hold |
25,026
| – | – | 0.12% | 164 |
|
|
2024
Q4 | $292K | Hold |
25,026
| – | – | 0.12% | 156 |
|
|
2024
Q3 | $310K | Hold |
25,026
| – | – | 0.14% | 152 |
|
|
2024
Q2 | $294K | Hold |
25,026
| – | – | 0.14% | 145 |
|
|
2024
Q1 | $294K | Sell |
25,026
-247
| -1% | -$2.9K | 0.14% | 145 |
|
|
2023
Q4 | $289K | Sell |
25,273
-200
| -0.8% | -$2.29K | 0.15% | 143 |
|
|
2023
Q3 | $258K | Hold |
25,473
| – | – | 0.15% | 145 |
|
|
2023
Q2 | $287K | Hold |
25,473
| – | – | 0.16% | 134 |
|
|
2023
Q1 | $294K | Hold |
25,473
| – | – | 0.18% | 126 |
|
|
2022
Q4 | $301K | Buy |
25,473
+70
| +0.3% | +$826 | 0.2% | 117 |
|
|
2022
Q3 | $279K | Sell |
25,403
-4,660
| -16% | -$51.3K | 0.2% | 134 |
|
|
2022
Q2 | $375K | Sell |
30,063
-447
| -1% | -$5.57K | 0.26% | 102 |
|
|
2022
Q1 | $408K | Hold |
30,510
| – | – | 0.23% | 111 |
|
|
2021
Q4 | $492K | Buy |
30,510
+14,319
| +88% | +$231K | 0.26% | 99 |
|
|
2021
Q3 | $253K | Buy |
16,191
+50
| +0.3% | +$781 | 0.15% | 158 |
|
|
2021
Q2 | $258K | Buy |
16,141
+53
| +0.3% | +$849 | 0.15% | 164 |
|
|
2021
Q1 | $244K | Buy |
16,088
+35
| +0.2% | +$530 | 0.15% | 153 |
|
|
2020
Q4 | $247K | Buy |
16,053
+70
| +0.4% | +$1.08K | 0.16% | 147 |
|
|
2020
Q3 | $232K | Buy |
15,983
+52
| +0.3% | +$755 | 0.18% | 138 |
|
|
2020
Q2 | $223K | Buy |
15,931
+52
| +0.3% | +$729 | 0.19% | 128 |
|
|
2020
Q1 | $218K | Buy |
15,879
+31
| +0.2% | +$426 | 0.22% | 101 |
|
|
2019
Q4 | $231K | Sell |
15,848
-1,505
| -9% | -$22K | 0.17% | 132 |
|
|
2019
Q3 | $249K | Buy |
17,353
+1,182
| +7% | +$17K | 0.2% | 120 |
|
|
2019
Q2 | $226K | Buy |
16,171
+1,615
| +11% | +$22.6K | 0.23% | 86 |
|
|
2019
Q1 | $198K | Buy |
14,556
+33
| +0.2% | +$448 | 0.22% | 90 |
|
|
2018
Q4 | $182K | Buy |
+14,523
| New | +$182K | 0.25% | 83 |
|