Wellspring Financial Advisors’s Nuveen Ohio Quality Municipal Income Fund NUO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-20,300
| Closed | -$258K | – | 131 |
|
|
2023
Q1 | $258K | Hold |
20,300
| – | – | 0.08% | 96 |
|
|
2022
Q4 | $258K | Hold |
20,300
| – | – | 0.09% | 92 |
|
|
2022
Q3 | $239K | Hold |
20,300
| – | – | 0.09% | 73 |
|
|
2022
Q2 | $257K | Hold |
20,300
| – | – | 0.09% | 73 |
|
|
2022
Q1 | $282K | Hold |
20,300
| – | – | 0.08% | 72 |
|
|
2021
Q4 | $324K | Hold |
20,300
| – | – | 0.09% | 73 |
|
|
2021
Q3 | $322K | Buy |
20,300
+2,500
| +14% | +$39.7K | 0.1% | 70 |
|
|
2021
Q2 | $291K | Buy |
17,800
+7,500
| +73% | +$123K | 0.09% | 75 |
|
|
2021
Q1 | $152K | Sell |
10,300
-7,500
| -42% | -$111K | 0.07% | 84 |
|
|
2020
Q4 | $279K | Hold |
17,800
| – | – | 0.1% | 72 |
|
|
2020
Q3 | $268K | Hold |
17,800
| – | – | 0.11% | 74 |
|
|
2020
Q2 | $267K | Buy |
17,800
+7,500
| +73% | +$113K | 0.11% | 74 |
|
|
2020
Q1 | $152K | Buy |
+10,300
| New | +$152K | 0.07% | 84 |
|