B. Riley Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $363 | Hold |
26,626
| – | – | ﹤0.01% | 488 |
|
|
2022
Q1 | $378K | Hold |
26,626
| – | – | 0.03% | 391 |
|
|
2021
Q4 | $440K | Hold |
26,626
| – | – | 0.03% | 383 |
|
|
2021
Q3 | $420K | Hold |
26,626
| – | – | 0.03% | 377 |
|
|
2021
Q2 | $449K | Hold |
26,626
| – | – | 0.05% | 251 |
|
|
2021
Q1 | $434K | Buy |
26,626
+6,062
| +29% | +$98.8K | 0.05% | 240 |
|
|
2020
Q4 | $332K | Sell |
20,564
-7,436
| -27% | -$120K | 0.04% | 257 |
|
|
2020
Q3 | $448K | Hold |
28,000
| – | – | 0.05% | 241 |
|
|
2020
Q2 | $459K | Hold |
28,000
| – | – | 0.05% | 233 |
|
|
2020
Q1 | $406K | Hold |
28,000
| – | – | 0.04% | 299 |
|
|
2019
Q4 | $465K | Hold |
28,000
| – | – | 0.07% | 219 |
|
|
2019
Q3 | $440K | Hold |
28,000
| – | – | 0.08% | 218 |
|
|
2019
Q2 | $414 | Hold |
28,000
| – | – | 0.06% | 234 |
|
|
2019
Q1 | $395K | Hold |
28,000
| – | – | 0.07% | 244 |
|
|
2018
Q4 | $373K | Hold |
28,000
| – | – | 0.08% | 214 |
|
|
2018
Q3 | $392K | Buy |
+28,000
| New | +$392K | 0.1% | 179 |
|