B. Riley Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-20,564
| Closed | -$251K | – | 1541 |
|
|
2024
Q1 | $251K | Hold |
20,564
| – | – | 0.01% | 1140 |
|
|
2023
Q4 | $263K | Hold |
20,564
| – | – | 0.01% | 1113 |
|
|
2023
Q3 | $251K | Hold |
20,564
| – | – | 0.01% | 1140 |
|
|
2023
Q2 | $269K | Hold |
20,564
| – | – | 0.01% | 1182 |
|
|
2023
Q1 | $278K | Sell |
20,564
-6,062
| -23% | -$81.9K | 0.01% | 1111 |
|
|
2022
Q4 | $382K | Sell |
26,626
-82
| -0.3% | -$1.18K | 0.01% | 912 |
|
|
2022
Q3 | $350K | Buy |
+26,708
| New | +$350K | 0.01% | 927 |
|