Allworth Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,000
| Closed | -$12.6K | – | 4645 |
|
|
2025
Q1 | $12.6K | Hold |
1,000
| – | – | ﹤0.01% | 2318 |
|
|
2024
Q4 | $13.1K | Hold |
1,000
| – | – | ﹤0.01% | 2324 |
|
|
2024
Q3 | $14.1K | Hold |
1,000
| – | – | ﹤0.01% | 2106 |
|
|
2024
Q2 | $13.2K | Hold |
1,000
| – | – | ﹤0.01% | 2108 |
|
|
2024
Q1 | $13.4K | Hold |
1,000
| – | – | ﹤0.01% | 1981 |
|
|
2023
Q4 | $12.8K | Hold |
1,000
| – | – | ﹤0.01% | 1884 |
|
|
2023
Q3 | $12.2K | Hold |
1,000
| – | – | ﹤0.01% | 1773 |
|
|
2023
Q2 | $13K | Hold |
1,000
| – | – | ﹤0.01% | 1774 |
|
|
2023
Q1 | $13.5K | Hold |
1,000
| – | – | ﹤0.01% | 1678 |
|
|
2022
Q4 | $14.4K | Hold |
1,000
| – | – | ﹤0.01% | 1542 |
|
|
2022
Q3 | $13K | Hold |
1,000
| – | – | ﹤0.01% | 1499 |
|
|
2022
Q2 | $14K | Sell |
1,000
-2,000
| -67% | -$28K | ﹤0.01% | 1409 |
|
|
2022
Q1 | $43K | Buy |
+3,000
| New | +$43K | ﹤0.01% | 950 |
|