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Atria Wealth Solutions’s Nuveen California AMT-Free Quality Municipal Income Fund NKX Stock Holding History

Atria Wealth Solutions’s Portfolio NKX Stock Details NKX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-14,504
Closed -$184K – 1749
2025
Q1 		$184K Hold
14,504
– – ﹤0.01% 1738
2024
Q4 		$183K Hold
14,504
– – ﹤0.01% 1851
2024
Q3 		$198K Hold
14,504
– – ﹤0.01% 1798
2024
Q2 		$183K Hold
14,504
– – ﹤0.01% 1801
2024
Q1 		$177K Sell
14,504
-2,000
-12% -$23.1K ﹤0.01% 1845
2023
Q4 		$190K Buy
16,504
+2,000
+14% +$21.6K ﹤0.01% 1789
2023
Q3 		$149K Sell
14,504
-1,500
-9% -$16.7K ﹤0.01% 1745
2023
Q2 		$186K Sell
16,004
-3,781
-19% -$42.9K ﹤0.01% 1718
2023
Q1 		$231K Sell
19,785
-18,425
-48% -$222K ﹤0.01% 1584
2022
Q4 		$464K Hold
38,210
– – 0.01% 1120
2022
Q3 		$453K Buy
+38,210
New +$508K 0.01% 1077
2022
Q2 		– Sell
-16,004
Closed -$218K – 1807
2022
Q1 		$218K Buy
+16,004
New +$230K ﹤0.01% 1535

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EW
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