Ehrlich Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $226K | Buy |
19,215
+61
| +0.3% | +$718 | 0.15% | 101 |
|
|
2025
Q1 | $241K | Buy |
19,154
+38
| +0.2% | +$478 | 0.18% | 91 |
|
|
2024
Q4 | $242K | Buy |
19,116
+537
| +3% | +$6.79K | 0.17% | 94 |
|
|
2024
Q3 | $252K | Buy |
18,579
+46
| +0.2% | +$625 | 0.18% | 87 |
|
|
2024
Q2 | $232K | Buy |
18,533
+23
| +0.1% | +$288 | 0.18% | 91 |
|
|
2024
Q1 | $225K | Sell |
18,510
-2,123
| -10% | -$25.8K | 0.19% | 87 |
|
|
2023
Q4 | $238K | Buy |
+20,633
| New | +$238K | 0.24% | 85 |
|