Doliver Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-10,409
| Closed | -$160K | – | 294 |
|
|
2017
Q2 | $160K | Sell |
10,409
-5,697
| -35% | -$87.6K | 0.08% | 240 |
|
|
2017
Q1 | $239K | Buy |
16,106
+591
| +4% | +$8.77K | 0.19% | 155 |
|
|
2016
Q4 | $228K | Buy |
+15,515
| New | +$228K | 0.19% | 162 |
|
|
2014
Q1 | – | Sell |
-13,727
| Closed | -$185K | – | 253 |
|
|
2013
Q4 | $185K | Buy |
13,727
+946
| +7% | +$12.7K | 0.12% | 233 |
|
|
2013
Q3 | $173K | Buy |
+12,781
| New | +$173K | 0.11% | 310 |
|