Cerity Partners’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 | $322K | Hold |
27,378
| – | – | ﹤0.01% | 2116 |
|
|
2025
Q1 | $345K | Sell |
27,378
-644
| -2% | -$8.11K | ﹤0.01% | 1947 |
|
|
2024
Q4 | $354K | Sell |
28,022
-1,322
| -5% | -$16.7K | ﹤0.01% | 1950 |
|
|
2024
Q3 | $399K | Buy |
29,344
+7,298
| +33% | +$99.2K | ﹤0.01% | 1899 |
|
|
2024
Q2 | $276K | Hold |
22,046
| – | – | ﹤0.01% | 1866 |
|
|
2024
Q1 | $257K | Hold |
22,046
| – | – | ﹤0.01% | 1958 |
|
|
2023
Q4 | $254K | Hold |
22,046
| – | – | ﹤0.01% | 1602 |
|
|
2023
Q3 | $226K | Hold |
22,046
| – | – | ﹤0.01% | 1246 |
|
|
2023
Q2 | $254K | Hold |
22,046
| – | – | ﹤0.01% | 1445 |
|
|
2023
Q1 | $257K | Buy |
+22,046
| New | +$257K | ﹤0.01% | 1602 |
|