Financial Network 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | $27K | Buy |
+2,135
| New | +$27K | 0.01% | 281 |
|
2022
Q4 | – | Sell |
-12,177
| Closed | -$144K | – | 109 |
|
2022
Q3 | $144K | Hold |
12,177
| – | – | 0.09% | 88 |
|
2022
Q2 | $157K | Hold |
12,177
| – | – | 0.09% | 91 |
|
2022
Q1 | $165K | Hold |
12,177
| – | – | 0.09% | 111 |
|
2021
Q4 | $193K | Hold |
12,177
| – | – | 0.1% | 115 |
|
2021
Q3 | $200K | Hold |
12,177
| – | – | 0.11% | 108 |
|
2021
Q2 | $198K | Hold |
12,177
| – | – | 0.12% | 105 |
|
2021
Q1 | $188K | Hold |
12,177
| – | – | 0.12% | 105 |
|
2020
Q4 | $192K | Buy |
+12,177
| New | +$192K | 0.15% | 95 |
|