HWAM
Hennion & Walsh Asset Management’s Nuveen New York Tax-Free Income Portfolio NXN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-16,292
| Closed | -$185K | – | 899 |
|
|
2024
Q4 | $185K | Sell |
16,292
-18,167
| -53% | -$206K | 0.01% | 831 |
|
|
2024
Q3 | $419K | Buy |
34,459
+117
| +0.3% | +$1.42K | 0.02% | 657 |
|
|
2024
Q2 | $402K | Sell |
34,342
-351
| -1% | -$4.11K | 0.02% | 655 |
|
|
2024
Q1 | $404K | Buy |
34,693
+1,623
| +5% | +$18.9K | 0.02% | 620 |
|
|
2023
Q4 | $389K | Buy |
33,070
+2,745
| +9% | +$32.3K | 0.02% | 615 |
|
|
2023
Q3 | $350K | Buy |
30,325
+6,701
| +28% | +$77.3K | 0.02% | 617 |
|
|
2023
Q2 | $281K | Buy |
23,624
+2,925
| +14% | +$34.8K | 0.02% | 672 |
|
|
2023
Q1 | $249K | Buy |
+20,699
| New | +$249K | 0.02% | 690 |
|