Aevitas Wealth Management’s Nuveen CA Select Tax-Free Income Portfolio NXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-2,200
| Closed | -$31K | – | 258 |
|
|
2019
Q1 | $31K | Hold |
2,200
| – | – | 0.03% | 217 |
|
|
2018
Q4 | $29K | Hold |
2,200
| – | – | 0.03% | 216 |
|
|
2018
Q3 | $31K | Hold |
2,200
| – | – | 0.03% | 244 |
|
|
2018
Q2 | $31K | Hold |
2,200
| – | – | 0.03% | 237 |
|
|
2018
Q1 | $31K | Hold |
2,200
| – | – | 0.03% | 215 |
|
|
2017
Q4 | $33K | Buy |
+2,200
| New | +$33K | 0.03% | 214 |
|