Dakota Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-24,584
| Closed | -$374K | – | 308 |
|
|
2019
Q4 | $374K | Sell |
24,584
-15,316
| -38% | -$233K | 0.06% | 219 |
|
|
2019
Q3 | $603K | Hold |
39,900
| – | – | 0.1% | 168 |
|
|
2019
Q2 | $583K | Hold |
39,900
| – | – | 0.11% | 161 |
|
|
2019
Q1 | $556K | Hold |
39,900
| – | – | 0.11% | 167 |
|
|
2018
Q4 | $506K | Buy |
39,900
+25,400
| +175% | +$322K | 0.11% | 152 |
|
|
2018
Q3 | $187K | Buy |
+14,500
| New | +$187K | 0.04% | 263 |
|