AA
Apriem Advisors’s Nuveen CA Select Tax-Free Income Portfolio NXC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q3 | – | Sell |
-7,000
| Closed | -$98K | – | 299 |
|
2018
Q2 | $98K | Buy |
+7,000
| New | +$98K | 0.02% | 181 |
|
2017
Q2 | – | Sell |
-7,000
| Closed | -$104K | – | 411 |
|
2017
Q1 | $104K | Hold |
7,000
| – | – | 0.03% | 170 |
|
2016
Q4 | $103K | Hold |
7,000
| – | – | 0.03% | 162 |
|
2016
Q3 | $120K | Hold |
7,000
| – | – | 0.04% | 146 |
|
2016
Q2 | $117K | Hold |
7,000
| – | – | 0.04% | 155 |
|
2016
Q1 | $117K | Hold |
7,000
| – | – | 0.05% | 134 |
|
2015
Q4 | $109K | Hold |
7,000
| – | – | 0.04% | 133 |
|
2015
Q3 | $106K | Buy |
7,000
+2,000
| +40% | +$30.3K | 0.04% | 137 |
|
2015
Q2 | $74K | Hold |
5,000
| – | – | 0.03% | 170 |
|
2015
Q1 | $77K | Hold |
5,000
| – | – | 0.03% | 164 |
|
2014
Q4 | $77K | Hold |
5,000
| – | – | 0.03% | 153 |
|
2014
Q3 | $77K | Hold |
5,000
| – | – | 0.03% | 165 |
|
2014
Q2 | $75K | Hold |
5,000
| – | – | 0.03% | 166 |
|
2014
Q1 | $71K | Hold |
5,000
| – | – | 0.03% | 183 |
|
2013
Q4 | $68K | Hold |
5,000
| – | – | 0.03% | 178 |
|
2013
Q3 | $68K | Hold |
5,000
| – | – | 0.03% | 171 |
|
2013
Q2 | $72K | Buy |
+5,000
| New | +$72K | 0.04% | 162 |
|