B. Riley Wealth Advisors’s Nuveen Select Tax-Free Income Portfolio NXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $555K | Buy |
36,604
+61
| +0.2% | +$924 | 0.02% | 661 |
|
|
2024
Q3 | $554K | Buy |
36,543
+15,046
| +70% | +$228K | 0.02% | 708 |
|
|
2024
Q2 | $313K | Buy |
21,497
+10,824
| +101% | +$157K | 0.01% | 1016 |
|
|
2024
Q1 | $142K | Sell |
10,673
-1,252
| -10% | -$16.7K | ﹤0.01% | 1320 |
|
|
2023
Q4 | $176K | Buy |
11,925
+1,252
| +12% | +$18.5K | ﹤0.01% | 1279 |
|
|
2023
Q3 | $142K | Buy |
10,673
+42
| +0.4% | +$561 | ﹤0.01% | 1320 |
|
|
2023
Q2 | $154K | Sell |
10,631
-3,381
| -24% | -$48.9K | ﹤0.01% | 1389 |
|
|
2023
Q1 | $201K | Buy |
14,012
+54
| +0.4% | +$775 | 0.01% | 1300 |
|
|
2022
Q4 | $194K | Buy |
+13,958
| New | +$194K | 0.01% | 1277 |
|
|
2022
Q1 | – | Sell |
-17,460
| Closed | -$280K | – | 1468 |
|
|
2021
Q4 | $280K | Buy |
17,460
+3,876
| +29% | +$62.2K | 0.01% | 1112 |
|
|
2021
Q3 | $240K | Buy |
13,584
+60
| +0.4% | +$1.06K | 0.01% | 1155 |
|
|
2021
Q2 | $245K | Buy |
13,524
+74
| +0.6% | +$1.34K | 0.01% | 1127 |
|
|
2021
Q1 | $236K | Buy |
+13,450
| New | +$236K | 0.01% | 1112 |
|