Creative Planning’s Nuveen CA Select Tax-Free Income Portfolio NXC 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 | $163K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $18K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $22K | Hold |
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|
2017
Q1 | $21K | Hold |
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|
2016
Q4 | $21K | Sell |
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|
2016
Q3 | $33K | Hold |
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|
2016
Q2 | $32K | Sell |
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|
2016
Q1 | $71K | Hold |
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|
2015
Q4 | $67K | Hold |
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|
2015
Q3 | $65K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $66K | Hold |
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|
2014
Q4 | $66K | Buy |
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|
2014
Q3 | $51K | Hold |
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|
2014
Q2 | $49K | Hold |
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|
2014
Q1 | $47K | Buy |
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|
2013
Q4 | $40K | Buy |
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