Core Wealth 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 | $217K | Hold |
18,425
| – | – | 0.11% | 158 |
|
|
2025
Q1 | $232K | Hold |
18,425
| – | – | 0.13% | 148 |
|
|
2024
Q4 | $233K | Hold |
18,425
| – | – | 0.13% | 150 |
|
|
2024
Q3 | $250K | Hold |
18,425
| – | – | 0.15% | 137 |
|
|
2024
Q2 | $230K | Hold |
18,425
| – | – | 0.16% | 129 |
|
|
2024
Q1 | $224K | Hold |
18,425
| – | – | 0.17% | 121 |
|
|
2023
Q4 | $213K | Hold |
18,425
| – | – | 0.17% | 111 |
|
|
2023
Q3 | $189K | Hold |
18,425
| – | – | 0.17% | 105 |
|
|
2023
Q2 | $213K | Hold |
18,425
| – | – | 0.2% | 100 |
|
|
2023
Q1 | $214K | Buy |
+18,425
| New | +$214K | 0.22% | 87 |
|