Creative Planning’s Nuveen California AMT-Free Quality Municipal Income Fund NKX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $250K | Buy |
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|
2025
Q1 | $266K | Buy |
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|
2024
Q4 | $266K | Buy |
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|
2024
Q3 | $285K | Buy |
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|
2024
Q2 | $261K | Buy |
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|
2024
Q1 | $253K | Buy |
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|
2023
Q4 | $240K | Buy |
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|
2023
Q3 | $200K | Sell |
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|
2023
Q2 | $238K | Buy |
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|
2023
Q1 | $240K | Sell |
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|
2022
Q4 | $263K | Sell |
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|
2022
Q3 | $282K | Buy |
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|
2022
Q2 | $304K | Buy |
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|
2022
Q1 | $319K | Sell |
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|
2021
Q4 | $388K | Sell |
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|
2021
Q3 | $423K | Buy |
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|
2021
Q2 | $418K | Sell |
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|
2021
Q1 | $453K | Buy |
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|
2020
Q4 | $443K | Buy |
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|
2020
Q3 | $409K | Buy |
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|
2020
Q2 | $399K | Buy |
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|
2020
Q1 | $378K | Sell |
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|
2019
Q4 | $520K | Sell |
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|
2019
Q3 | $534K | Buy |
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|
2019
Q2 | $498K | Buy |
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|
2019
Q1 | $467K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $341K | Buy |
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|
2017
Q1 | $66K | Buy |
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|
2016
Q4 | $60K | Sell |
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|
2016
Q3 | $410K | Buy |
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|
2016
Q2 | $3K | Hold |
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|
2016
Q1 | $3K | Sell |
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|
2015
Q4 | $175K | Buy |
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|
2015
Q3 | $3K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $3K | Hold |
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|
2014
Q4 | $3K | Hold |
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|
2014
Q3 | $3K | Hold |
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|
2014
Q2 | $3K | Hold |
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|
2014
Q1 | $3K | Hold |
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|
2013
Q4 | $2K | Sell |
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|
2013
Q3 | $872K | Buy |
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|
2013
Q2 | $745K | Buy |
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