BDO Wealth Advisors’s Nuveen California AMT-Free Quality Municipal Income Fund NKX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $63.9K | Hold |
5,535
| – | – | 0.01% | 392 |
|
|
2023
Q1 | $64.4K | Hold |
5,535
| – | – | 0.01% | 379 |
|
|
2022
Q4 | $68.1K | Hold |
5,535
| – | – | 0.01% | 373 |
|
|
2022
Q3 | $65K | Hold |
5,535
| – | – | 0.01% | 372 |
|
|
2022
Q2 | $71K | Hold |
5,535
| – | – | 0.01% | 367 |
|
|
2022
Q1 | $75K | Hold |
5,535
| – | – | 0.01% | 369 |
|
|
2021
Q4 | $88K | Sell |
5,535
-5,500
| -50% | -$87.4K | 0.01% | 364 |
|
|
2021
Q3 | $181K | Hold |
11,035
| – | – | 0.02% | 295 |
|
|
2021
Q2 | $180K | Hold |
11,035
| – | – | 0.02% | 301 |
|
|
2021
Q1 | $170K | Hold |
11,035
| – | – | 0.02% | 306 |
|
|
2020
Q4 | $174K | Hold |
11,035
| – | – | 0.02% | 244 |
|
|
2020
Q3 | $169K | Sell |
11,035
-2,000
| -15% | -$30.6K | 0.03% | 235 |
|
|
2020
Q2 | $195K | Buy |
+13,035
| New | +$195K | 0.03% | 220 |
|