ENCOMPASS WEALTH ADVISORS, LLC – Nuveen Intermediate Duration Municipal Term Fund Transaction History
ENCOMPASS WEALTH ADVISORS, LLC portfolio value:
$285,000
portfolio value
ENCOMPASS WEALTH ADVISORS, LLC quarter portfolio value change:
-4.85%
quarter
Nuveen Intermediate Duration Municipal Term Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -14K | $12.37 | 23K | |
| Q2 2022 | share | 0.00% | 0 shares | -20K | $13 | 23K | |
| Q1 2022 | share | 0.00% | 0 shares | -24K | $13.85 | 23K | |
| Q4 2021 | share | 0.00% | 0 shares | 5K | $14.92 | 23K | |
| Q3 2021 | share | 0.00% | 0 shares | -6K | $14.63 | 23K | |
| Q2 2021 | share | 0.00% | 0 shares | 14K | $14.75 | 23K | |
| Q1 2021 | share | 0.00% | 0 shares | 11K | $13.93 | 23K | |
| Q4 2020 | share | Increase | 0.00% | 23K shares | 319K | $13.41 | 23K |