FFA
First Foundation Advisors’s Nuveen CA Select Tax-Free Income Portfolio NXC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-19,352
| Closed | -$305K | – | 460 |
|
|
2021
Q3 | $305K | Sell |
19,352
-47,948
| -71% | -$756K | 0.01% | 347 |
|
|
2021
Q2 | $1.14M | Sell |
67,300
-6,118
| -8% | -$103K | 0.04% | 205 |
|
|
2021
Q1 | $1.2M | Sell |
73,418
-12,005
| -14% | -$196K | 0.05% | 184 |
|
|
2020
Q4 | $1.38M | Sell |
85,423
-11,062
| -11% | -$179K | 0.06% | 161 |
|
|
2020
Q3 | $1.55M | Sell |
96,485
-14,896
| -13% | -$239K | 0.07% | 139 |
|
|
2020
Q2 | $1.83M | Buy |
111,381
+696
| +0.6% | +$11.4K | 0.09% | 122 |
|
|
2020
Q1 | $1.61M | Buy |
110,685
+10,570
| +11% | +$153K | 0.1% | 123 |
|
|
2019
Q4 | $1.66M | Buy |
100,115
+39,265
| +65% | +$653K | 0.08% | 138 |
|
|
2019
Q3 | $957K | Buy |
60,850
+24,763
| +69% | +$389K | 0.05% | 168 |
|
|
2019
Q2 | $534K | Sell |
36,087
-937
| -3% | -$13.9K | 0.03% | 221 |
|
|
2019
Q1 | $523K | Buy |
37,024
+23,214
| +168% | +$328K | 0.03% | 214 |
|
|
2018
Q4 | $184K | Buy |
13,810
+3,077
| +29% | +$41K | 0.01% | 355 |
|
|
2018
Q3 | $150K | Hold |
10,733
| – | – | 0.01% | 339 |
|
|
2018
Q2 | $150K | Buy |
+10,733
| New | +$150K | 0.01% | 312 |
|