Concord Wealth Partners’s Nuveen New York Tax-Free Income Portfolio NXN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $7.09K | Hold |
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|
2024
Q3 | $7.61K | Hold |
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2024
Q2 | $7.31K | Hold |
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|
2024
Q1 | $7.28K | Hold |
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|
2023
Q4 | $7.34K | Sell |
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|
2023
Q3 | $15K | Hold |
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|
2023
Q2 | $15.4K | Hold |
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|
2023
Q1 | $15.7K | Hold |
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|
2022
Q4 | $15.1K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $15K | Hold |
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|
2022
Q1 | $15K | Hold |
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|
2021
Q4 | $17K | Hold |
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|
2021
Q3 | $17K | Hold |
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|
2021
Q2 | $18K | Hold |
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|
2021
Q1 | $18K | Hold |
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|
2020
Q4 | $18K | Buy |
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