IFP Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-4,907
| Closed | -$62K | – | 3025 |
|
|
2018
Q4 | $62K | Sell |
4,907
-2,824
| -37% | -$35.7K | ﹤0.01% | 1475 |
|
|
2018
Q3 | $99K | Sell |
7,731
-4,549
| -37% | -$58.3K | ﹤0.01% | 1469 |
|
|
2018
Q2 | $167K | Buy |
12,280
+134
| +1% | +$1.82K | 0.01% | 1165 |
|
|
2018
Q1 | $187K | Hold |
12,146
| – | – | 0.01% | 1024 |
|
|
2017
Q4 | $187K | Sell |
12,146
-9,438
| -44% | -$145K | 0.01% | 1023 |
|
|
2017
Q3 | $340K | Buy |
21,584
+64
| +0.3% | +$1.01K | 0.01% | 864 |
|
|
2017
Q2 | $335K | Buy |
21,520
+53
| +0.2% | +$825 | 0.01% | 854 |
|
|
2017
Q1 | $316K | Buy |
21,467
+54
| +0.3% | +$795 | 0.01% | 875 |
|
|
2016
Q4 | $306K | Buy |
21,413
+784
| +4% | +$11.2K | 0.01% | 841 |
|
|
2016
Q3 | $343K | Sell |
20,629
-8,946
| -30% | -$149K | 0.02% | 739 |
|
|
2016
Q2 | $504K | Buy |
+29,575
| New | +$504K | 0.03% | 539 |
|
|
2016
Q1 | – | Sell |
-26,038
| Closed | -$400K | – | 3047 |
|
|
2015
Q4 | $400K | Buy |
+26,038
| New | +$400K | 0.03% | 551 |
|