WMA

Wealth Management Associates’s Nuveen New Jersey Quality Municipal Income Fund NXJ Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$321K	Hold	28,273	–	–	0.12%	151
2025 Q1	$333K	Sell	28,273 -2,822	-9%	-$33.2K	0.14%	136
2024 Q4	$378K	Hold	31,095	–	–	0.16%	122
2024 Q3	$405K	Buy	31,095 +1,883	+6%	+$24.6K	0.18%	123
2024 Q2	$357K	Hold	29,212	–	–	0.17%	123
2024 Q1	$357K	Sell	29,212 -4,186	-13%	-$51.1K	0.17%	123
2023 Q4	$393K	Buy	33,398 +94	+0.3%	+$1.11K	0.21%	104
2023 Q3	$352K	Sell	33,304 -6,500	-16%	-$68.8K	0.21%	106
2023 Q2	$457K	Hold	39,804	–	–	0.26%	80
2023 Q1	$466K	Hold	39,804	–	–	0.29%	82
2022 Q4	$450K	Sell	39,804 -900	-2%	-$10.2K	0.3%	76
2022 Q3	$448K	Hold	40,704	–	–	0.32%	85
2022 Q2	$512K	Hold	40,704	–	–	0.35%	72
2022 Q1	$545K	Buy	40,704 +4,000	+11%	+$53.5K	0.31%	82
2021 Q4	$565K	Buy	36,704 +4,000	+12%	+$61.5K	0.3%	87
2021 Q3	$505K	Hold	32,704	–	–	0.3%	86
2021 Q2	$510K	Sell	32,704 -100	-0.3%	-$1.56K	0.29%	90
2021 Q1	$475K	Sell	32,804 -1,200	-4%	-$17.4K	0.3%	82
2020 Q4	$489K	Sell	34,004 -200	-0.6%	-$2.87K	0.32%	78
2020 Q3	$463K	Buy	34,204 +1,542	+5%	+$20.9K	0.36%	65
2020 Q2	$433K	Sell	32,662 -16,200	-33%	-$215K	0.36%	65
2020 Q1	$657K	Buy	48,862 +4,640	+10%	+$62.4K	0.66%	34
2019 Q4	$648K	Hold	44,222	–	–	0.46%	50
2019 Q3	$640K	Hold	44,222	–	–	0.51%	47
2019 Q2	$624K	Buy	44,222 +492	+1%	+$6.94K	0.62%	37
2019 Q1	$606K	Buy	43,730 +17,800	+69%	+$247K	0.66%	34
2018 Q4	$330K	Buy	+25,930	New	+$330K	0.44%	55