Blue Zone 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $779K | Sell |
66,146
-4,021
| -6% | -$47.3K | 0.19% | 65 |
|
|
2025
Q1 | $883K | Sell |
70,167
-22,776
| -25% | -$287K | 0.25% | 61 |
|
|
2024
Q4 | $1.17M | Sell |
92,943
-6,964
| -7% | -$88K | 0.34% | 61 |
|
|
2024
Q3 | $1.36M | Sell |
99,907
-46,489
| -32% | -$632K | 0.42% | 57 |
|
|
2024
Q2 | $1.83M | Sell |
146,396
-46,703
| -24% | -$584K | 0.63% | 53 |
|
|
2024
Q1 | $2.35M | Sell |
193,099
-1,524
| -0.8% | -$18.5K | 0.81% | 51 |
|
|
2023
Q4 | $2.25M | Sell |
194,623
-4,238
| -2% | -$48.9K | 0.9% | 44 |
|
|
2023
Q3 | $2.04M | Buy |
198,861
+3,831
| +2% | +$39.3K | 0.9% | 45 |
|
|
2023
Q2 | $2.25M | Buy |
195,030
+9,149
| +5% | +$106K | 1.04% | 41 |
|
|
2023
Q1 | $2.16M | Buy |
185,881
+2,426
| +1% | +$28.2K | 1.16% | 32 |
|
|
2022
Q4 | $2.26M | Buy |
183,455
+755
| +0.4% | +$9.29K | 1.2% | 34 |
|
|
2022
Q3 | $2.16M | Sell |
182,700
-262
| -0.1% | -$3.1K | 1.12% | 35 |
|
|
2022
Q2 | $2.36M | Buy |
+182,962
| New | +$2.36M | 1.07% | 39 |
|