IWA
IBEX Wealth Advisors’s Nuveen New York AMT-Free Quality Municipal Income Fund NRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $113K | Hold |
11,375
| – | – | 0.01% | 192 |
|
|
2025
Q1 | $117K | Hold |
11,375
| – | – | 0.02% | 121 |
|
|
2024
Q4 | $119K | Buy |
+11,375
| New | +$119K | 0.01% | 203 |
|
|
2023
Q1 | – | Sell |
-11,375
| Closed | -$117K | – | 143 |
|
|
2022
Q4 | $117K | Hold |
11,375
| – | – | 0.03% | 173 |
|
|
2022
Q3 | $112K | Hold |
11,375
| – | – | 0.03% | 145 |
|
|
2022
Q2 | $126K | Sell |
11,375
-1,892
| -14% | -$21K | 0.03% | 152 |
|
|
2022
Q1 | $161K | Buy |
13,267
+14
| +0.1% | +$170 | 0.03% | 165 |
|
|
2021
Q4 | $183K | Buy |
13,253
+26
| +0.2% | +$359 | 0.03% | 185 |
|
|
2021
Q3 | $183K | Buy |
13,227
+12
| +0.1% | +$166 | 0.04% | 183 |
|
|
2021
Q2 | $188K | Buy |
+13,215
| New | +$188K | 0.04% | 177 |
|
|
2019
Q3 | – | Sell |
-1,903
| Closed | -$24K | – | 261 |
|
|
2019
Q2 | $24K | Buy |
+1,903
| New | +$24K | 0.01% | 265 |
|