Qp Wealth Management, LLC Nuveen Intermediate Duration Municipal Term Fund Transaction History

Qp Wealth Management, LLC

$57.3 Million
Q3 2023

Shares

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Jan 13, 2022	SELL	$14.62 - $15.06 $39,474 - $40,662	-2,700 Reduced 19.74%	10,975 $164,000
Q3 2021 Nov 05, 2021	SELL	$14.67 - $14.97 $2,934 - $2,994	-200 Reduced 1.44%	13,675 $201,000
Q2 2021 Jul 13, 2021	SELL	$14.09 - $14.98 $16,908 - $17,976	-1,200 Reduced 7.96%	13,875 $208,000
Q1 2020 Apr 29, 2020	SELL	$11.62 - $14.55 $17,430 - $21,825	-1,500 Reduced 9.05%	15,075 $188,000
Q4 2019 Feb 11, 2020	BUY	$13.58 - $13.97 $225,088 - $231,552	16,575 New	16,575 $233,000

Others Institutions Holding NID

# of Institutions

2

Shares Held

71.1K

Call Options Held

0

Put Options Held

0

Sarissa Consulting LLC Santa Monica, CA

71.1K
Shares

$0
0.91% of portfolio
Concourse Financial Group Securities, Inc. Birmingham, AL

0
Shares

$0
0.0% of portfolio

About Nuveen Intermediate Duration Municipal Term Fund

Ticker NID
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
Nuveen Intermediate Duration Municipal Term Fund is a close ended fixed income mutual fund launched by Nuveen Investments, Inc. The fund is co-managed by Nuveen Asset Management, LLC and Nuveen Fund Advisors LLC. It invests in fixed income markets of the United States. The fund primarily invests in municipal securities that are exempt from feder...

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