Geneos Wealth Management’s NUVEEN ELECT TAX-FREE INC 2 NXQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-300
| Closed | -$4K | – | 2926 |
|
|
2021
Q3 | $4K | Hold |
300
| – | – | ﹤0.01% | 2548 |
|
|
2021
Q2 | $4K | Hold |
300
| – | – | ﹤0.01% | 2545 |
|
|
2021
Q1 | $4K | Hold |
300
| – | – | ﹤0.01% | 2768 |
|
|
2020
Q4 | $4K | Hold |
300
| – | – | ﹤0.01% | 2585 |
|
|
2020
Q3 | $4K | Hold |
300
| – | – | ﹤0.01% | 2292 |
|
|
2020
Q2 | $4K | Hold |
300
| – | – | ﹤0.01% | 2249 |
|
|
2020
Q1 | $4K | Hold |
300
| – | – | ﹤0.01% | 2144 |
|
|
2019
Q4 | $4K | Hold |
300
| – | – | ﹤0.01% | 2273 |
|
|
2019
Q3 | $4K | Hold |
300
| – | – | ﹤0.01% | 2196 |
|
|
2019
Q2 | $4K | Hold |
300
| – | – | ﹤0.01% | 2190 |
|
|
2019
Q1 | $4K | Hold |
300
| – | – | ﹤0.01% | 2126 |
|
|
2018
Q4 | $4K | Hold |
300
| – | – | ﹤0.01% | 2087 |
|
|
2018
Q3 | $4K | Hold |
300
| – | – | ﹤0.01% | 2146 |
|
|
2018
Q2 | $4K | Hold |
300
| – | – | ﹤0.01% | 2012 |
|
|
2018
Q1 | $4K | Hold |
300
| – | – | ﹤0.01% | 1930 |
|
|
2017
Q4 | $4K | Sell |
300
-408
| -58% | -$5.75K | ﹤0.01% | 1909 |
|
|
2017
Q3 | $9K | Buy |
708
+4
| +0.6% | +$56 | ﹤0.01% | 1624 |
|
|
2017
Q2 | $9K | Buy |
704
+3
| +0.4% | +$41 | ﹤0.01% | 1587 |
|
|
2017
Q1 | $9K | Buy |
701
+1
| +0.1% | +$13 | ﹤0.01% | 1540 |
|
|
2016
Q4 | $9K | Hold |
700
| – | – | ﹤0.01% | 1488 |
|
|
2016
Q3 | $10K | Hold |
700
| – | – | ﹤0.01% | 1382 |
|
|
2016
Q2 | $10K | Buy |
700
+400
| +133% | +$5.82K | ﹤0.01% | 1347 |
|
|
2016
Q1 | $4K | Buy |
+300
| New | +$4.19K | ﹤0.01% | 1579 |
|
Geneos Wealth Management's NXQ Position: Q4 2021 in Review
Geneos Wealth Management sold out of NUVEEN ELECT TAX-FREE INC 2 (NXQ) in Q4 2021, closing a stake of 300 shares — an estimated $4K sold.
Geneos Wealth Management first reported a position in NXQ in Q1 2016 and held it in 23 quarters. The position peaked at $10K in Q3 2016. 0 funds tracked by Wall St. Rank hold NXQ as of Q4 2021.
- Geneos Wealth Management reported no remaining NUVEEN ELECT TAX-FREE INC 2 position as of Q4 2021 after selling out during the quarter.
- Geneos Wealth Management sold 300 NUVEEN ELECT TAX-FREE INC 2 shares in Q4 2021, an estimated $4K.
- Geneos Wealth Management first reported a position in NUVEEN ELECT TAX-FREE INC 2 in Q1 2016 and held it in 23 quarters.
- Geneos Wealth Management's NUVEEN ELECT TAX-FREE INC 2 position peaked at $10K in Q3 2016.
- 0 funds tracked by Wall St. Rank held NUVEEN ELECT TAX-FREE INC 2 as of Q4 2021.
Based on Geneos Wealth Management's 13F filing for Q4 2021, filed 9 Feb 2022.