Concord Wealth Partners’s Nuveen New York Tax-Free Income Portfolio NXN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-625
| Closed | -$7.09K | – | 920 |
|
|
2024
Q4 | $7.09K | Hold |
625
| – | – | ﹤0.01% | 560 |
|
|
2024
Q3 | $7.61K | Hold |
625
| – | – | ﹤0.01% | 585 |
|
|
2024
Q2 | $7.31K | Hold |
625
| – | – | ﹤0.01% | 542 |
|
|
2024
Q1 | $7.28K | Hold |
625
| – | – | ﹤0.01% | 609 |
|
|
2023
Q4 | $7.34K | Sell |
625
-675
| -52% | -$7.93K | ﹤0.01% | 600 |
|
|
2023
Q3 | $15K | Hold |
1,300
| – | – | ﹤0.01% | 558 |
|
|
2023
Q2 | $15.4K | Hold |
1,300
| – | – | ﹤0.01% | 545 |
|
|
2023
Q1 | $15.7K | Hold |
1,300
| – | – | ﹤0.01% | 528 |
|
|
2022
Q4 | $15.1K | Buy |
+1,300
| New | +$15.1K | ﹤0.01% | 575 |
|
|
2022
Q3 | – | Sell |
-1,250
| Closed | -$15K | – | 803 |
|
|
2022
Q2 | $15K | Hold |
1,250
| – | – | ﹤0.01% | 608 |
|
|
2022
Q1 | $15K | Hold |
1,250
| – | – | ﹤0.01% | 689 |
|
|
2021
Q4 | $17K | Hold |
1,250
| – | – | ﹤0.01% | 681 |
|
|
2021
Q3 | $17K | Hold |
1,250
| – | – | 0.01% | 403 |
|
|
2021
Q2 | $18K | Hold |
1,250
| – | – | 0.01% | 525 |
|
|
2021
Q1 | $18K | Hold |
1,250
| – | – | 0.01% | 489 |
|
|
2020
Q4 | $18K | Buy |
+1,250
| New | +$18K | 0.01% | 320 |
|