Western Wealth Management’s Nuveen Quality Municipal Income Fund NAD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-33,198
| Closed | -$380K | – | 692 |
|
2023
Q4 | $380K | Sell |
33,198
-3,772
| -10% | -$43.2K | 0.03% | 480 |
|
2023
Q3 | $375K | Buy |
36,970
+7
| +0% | +$71 | 0.03% | 450 |
|
2023
Q2 | $417K | Buy |
36,963
+7
| +0% | +$79 | 0.04% | 423 |
|
2023
Q1 | $426K | Buy |
36,956
+1,631
| +5% | +$18.8K | 0.04% | 407 |
|
2022
Q4 | $417K | Sell |
35,325
-1,994
| -5% | -$23.5K | 0.04% | 376 |
|
2022
Q3 | $398K | Buy |
37,319
+9
| +0% | +$96 | 0.02% | 560 |
|
2022
Q2 | $477K | Sell |
37,310
-489
| -1% | -$6.25K | 0.03% | 489 |
|
2022
Q1 | $505K | Buy |
+37,799
| New | +$505K | 0.02% | 527 |
|
2021
Q2 | $595K | Buy |
+37,148
| New | +$595K | 0.06% | 325 |
|