WJWM
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Williams Jones Wealth Management’s Nuveen Quality Municipal Income Fund NAD Stock Holding History

Williams Jones Wealth Management’s Portfolio NAD Stock Details NAD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-15,185
Closed -$177K – 513
2024
Q4 		$177K Hold
15,185
– – ﹤0.01% 468
2024
Q3 		$188K Buy
+15,185
New +$188K ﹤0.01% 498