Creative Planning’s Nuveen CA Select Tax-Free Income Portfolio NXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-12,569
| Closed | -$163K | – | 3619 |
|
|
2024
Q4 | $163K | Buy |
+12,569
| New | +$163K | ﹤0.01% | 3031 |
|
|
2022
Q2 | – | Sell |
-1,256
| Closed | -$18K | – | 2349 |
|
|
2022
Q1 | $18K | Buy |
+1,256
| New | +$18K | ﹤0.01% | 2124 |
|
|
2017
Q3 | – | Sell |
-1,430
| Closed | -$22K | – | 3026 |
|
|
2017
Q2 | $22K | Hold |
1,430
| – | – | ﹤0.01% | 3090 |
|
|
2017
Q1 | $21K | Hold |
1,430
| – | – | ﹤0.01% | 3070 |
|
|
2016
Q4 | $21K | Sell |
1,430
-500
| -26% | -$7.34K | ﹤0.01% | 3018 |
|
|
2016
Q3 | $33K | Hold |
1,930
| – | – | ﹤0.01% | 2648 |
|
|
2016
Q2 | $32K | Sell |
1,930
-2,329
| -55% | -$38.6K | ﹤0.01% | 2425 |
|
|
2016
Q1 | $71K | Hold |
4,259
| – | – | ﹤0.01% | 1843 |
|
|
2015
Q4 | $67K | Hold |
4,259
| – | – | ﹤0.01% | 1867 |
|
|
2015
Q3 | $65K | Buy |
+4,259
| New | +$65K | ﹤0.01% | 1849 |
|
|
2015
Q2 | – | Sell |
-4,259
| Closed | -$66K | – | 2277 |
|
|
2015
Q1 | $66K | Hold |
4,259
| – | – | ﹤0.01% | 1811 |
|
|
2014
Q4 | $66K | Buy |
4,259
+955
| +29% | +$14.8K | ﹤0.01% | 1801 |
|
|
2014
Q3 | $51K | Hold |
3,304
| – | – | ﹤0.01% | 1894 |
|
|
2014
Q2 | $49K | Hold |
3,304
| – | – | ﹤0.01% | 1879 |
|
|
2014
Q1 | $47K | Buy |
3,304
+375
| +13% | +$5.33K | ﹤0.01% | 1829 |
|
|
2013
Q4 | $40K | Buy |
+2,929
| New | +$40K | ﹤0.01% | 1755 |
|