WIA
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Wetzel Investment Advisors’s Nuveen Quality Municipal Income Fund NAD Stock Holding History

Wetzel Investment Advisors’s Portfolio NAD Stock Details NAD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-400
Closed -$4.58K – 618
2024
Q2 		$4.58K Buy
+400
New +$4.51K ﹤0.01% 598

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MSL
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HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Wetzel Investment Advisors's NAD Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of Nuveen Quality Municipal Income Fund (NAD) in Q3 2024, closing a stake of 400 shares — an estimated $4.58K sold.

Wetzel Investment Advisors first reported a position in NAD in Q2 2024 and held it in 1 quarter. The position peaked at $4.58K in Q2 2024. 285 funds tracked by Wall St. Rank hold NAD as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining Nuveen Quality Municipal Income Fund position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 400 Nuveen Quality Municipal Income Fund shares in Q3 2024, an estimated $4.58K.
  • Wetzel Investment Advisors first reported a position in Nuveen Quality Municipal Income Fund in Q2 2024 and held it in 1 quarter.
  • Wetzel Investment Advisors's Nuveen Quality Municipal Income Fund position peaked at $4.58K in Q2 2024.
  • 285 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.