Cetera Investment Advisers’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 | $307K | Sell |
26,081
-4,435
| -15% | -$52.2K | ﹤0.01% | 3380 |
|
|
2025
Q1 | $384K | Sell |
30,516
-128
| -0.4% | -$1.61K | ﹤0.01% | 3066 |
|
|
2024
Q4 | $387K | Sell |
30,644
-3,331
| -10% | -$42.1K | ﹤0.01% | 2899 |
|
|
2024
Q3 | $462K | Buy |
33,975
+1,456
| +4% | +$19.8K | ﹤0.01% | 2709 |
|
|
2024
Q2 | $407K | Sell |
32,519
-8,733
| -21% | -$109K | ﹤0.01% | 2753 |
|
|
2024
Q1 | $501K | Buy |
41,252
+14,924
| +57% | +$181K | ﹤0.01% | 2605 |
|
|
2023
Q4 | $304K | Sell |
26,328
-960
| -4% | -$11.1K | ﹤0.01% | 1780 |
|
|
2023
Q3 | $280K | Sell |
27,288
-191
| -0.7% | -$1.96K | ﹤0.01% | 1776 |
|
|
2023
Q2 | $317K | Sell |
27,479
-1,120
| -4% | -$12.9K | ﹤0.01% | 1713 |
|
|
2023
Q1 | $333K | Buy |
28,599
+2,625
| +10% | +$30.6K | ﹤0.01% | 1646 |
|
|
2022
Q4 | $319K | Buy |
25,974
+2,019
| +8% | +$24.8K | ﹤0.01% | 1627 |
|
|
2022
Q3 | $283K | Sell |
23,955
-1,216
| -5% | -$14.4K | 0.01% | 1306 |
|
|
2022
Q2 | $324K | Sell |
25,171
-19,482
| -44% | -$251K | 0.01% | 1365 |
|
|
2022
Q1 | $605K | Hold |
44,653
| – | – | 0.01% | 1050 |
|
|
2021
Q4 | $707K | Hold |
44,653
| – | – | 0.01% | 976 |
|
|
2021
Q3 | $732K | Sell |
44,653
-677
| -1% | -$11.1K | 0.01% | 911 |
|
|
2021
Q2 | $739K | Buy |
45,330
+5,282
| +13% | +$86.1K | 0.01% | 902 |
|
|
2021
Q1 | $619K | Buy |
40,048
+3,200
| +9% | +$49.5K | 0.01% | 866 |
|
|
2020
Q4 | $581K | Buy |
36,848
+24,923
| +209% | +$393K | 0.01% | 894 |
|
|
2020
Q3 | $182K | Hold |
11,925
| – | – | 0.01% | 602 |
|
|
2020
Q2 | $178K | Buy |
+11,925
| New | +$178K | 0.02% | 581 |
|
|
2018
Q4 | – | Sell |
-10,425
| Closed | -$134K | – | 490 |
|
|
2018
Q3 | $134K | Buy |
+10,425
| New | +$134K | 0.02% | 469 |
|