A detailed history of Journey Strategic Wealth LLC transactions in Nuveen Quality Municipal Income Fund stock. As of the latest transaction made, Journey Strategic Wealth LLC holds 28,650 shares of NAD stock, worth $343,513. This represents 0.01% of its overall portfolio holdings.

Number of Shares
28,650
Previous 34,759 17.58%
Holding current value
$343,513
Previous $400,000 19.25%
% of portfolio
0.01%
Previous 0.01%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 12, 2025

SELL
$10.78 - $11.57 $65,855 - $70,681
-6,109 Reduced 17.58%
28,650 $323,000
Q1 2025

May 06, 2025

SELL
$11.4 - $11.96 $105,609 - $110,797
-9,264 Reduced 21.04%
34,759 $400,000
Q4 2024

Jan 24, 2025

BUY
$11.39 - $12.41 $9,840 - $10,722
864 Added 2.0%
44,023 $513,000
Q3 2024

Nov 12, 2024

BUY
$11.72 - $12.38 $23,440 - $24,760
2,000 Added 4.86%
43,159 $534,000
Q2 2024

Aug 14, 2024

SELL
$10.85 - $11.81 $106,481 - $115,903
-9,814 Reduced 19.25%
41,159 $483,000
Q1 2024

May 13, 2024

SELL
$11.04 - $11.47 $23,062 - $23,960
-2,089 Reduced 3.94%
50,973 $584,000
Q4 2023

Feb 09, 2024

BUY
$9.57 - $11.45 $169,283 - $202,539
17,689 Added 50.01%
53,062 $607,000
Q3 2023

Nov 08, 2023

BUY
$10.04 - $11.34 $174,424 - $197,009
17,373 Added 96.52%
35,373 $358,000
Q4 2022

Feb 14, 2023

BUY
$10.62 - $11.86 $191,160 - $213,480
18,000 New
18,000 $212,000

Others Institutions Holding NAD

About Nuveen Quality Municipal Income Fund


  • Ticker NAD
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Description
  • Nuveen Quality Municipal Income Fund is a closed-ended fixed income mutual fund launched by Nuveen Investments, Inc. The fund is co-managed by Nuveen Fund Advisors LLC and Nuveen Asset Management, LLC. It invests in the fixed income markets of the United States. The fund invests in undervalued municipal securities and other related investments, ...
More about NAD
Track This Portfolio

Track Journey Strategic Wealth LLC Portfolio

Follow Journey Strategic Wealth LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Journey Strategic Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Journey Strategic Wealth LLC with notifications on news.