Atlas Private Wealth Management’s Nuveen New York Tax-Free Income Portfolio NXN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-10,677
| Closed | -$132K | – | 122 |
|
|
2022
Q1 | $132K | Hold |
10,677
| – | – | 0.08% | 125 |
|
|
2021
Q4 | $145K | Hold |
10,677
| – | – | 0.08% | 127 |
|
|
2021
Q3 | $148K | Hold |
10,677
| – | – | 0.09% | 116 |
|
|
2021
Q2 | $152K | Hold |
10,677
| – | – | 0.09% | 118 |
|
|
2021
Q1 | $155K | Hold |
10,677
| – | – | 0.1% | 128 |
|
|
2020
Q4 | $151K | Hold |
10,677
| – | – | 0.11% | 130 |
|
|
2020
Q3 | $140K | Hold |
10,677
| – | – | 0.11% | 125 |
|
|
2020
Q2 | $137K | Hold |
10,677
| – | – | 0.11% | 129 |
|
|
2020
Q1 | $135K | Hold |
10,677
| – | – | 0.12% | 127 |
|
|
2019
Q4 | $151K | Buy |
+10,677
| New | +$151K | 0.12% | 142 |
|