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Wealthcare Advisory Partners’s Nuveen Taxable Municipal Income Fund NBB Stock Holding History

Wealthcare Advisory Partners’s Portfolio NBB Stock Details NBB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-3,227
Closed -$73K – 1366
2021
Q1 		$73K Buy
+3,227
New +$74K 0.01% 765
2020
Q2 		– Sell
-2,984
Closed -$57K – 988
2020
Q1 		$57K Hold
2,984
– – 0.01% 485
2019
Q4 		$65K Hold
2,984
– – 0.01% 490
2019
Q3 		$67K Buy
2,984
+1,000
+50% +$21.8K 0.01% 473
2019
Q2 		$42K Hold
1,984
– – 0.01% 550
2019
Q1 		$41K Hold
1,984
– – 0.01% 512
2018
Q4 		$38K Buy
+1,984
New +$38.1K 0.01% 488

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Morgan Stanley
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Bank of America
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RJFSA
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Osaic Holdings
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LPL Financial
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SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.17B AUM 17.32% 1-Year Est. Return