IFP Advisors’s Nuveen CA Select Tax-Free Income Portfolio NXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.8K | Buy |
1,500
+300
| +25% | +$3.95K | ﹤0.01% | 2551 |
|
|
2025
Q1 | $15.8K | Buy |
+1,200
| New | +$15.8K | ﹤0.01% | 2391 |
|
|
2023
Q1 | – | Sell |
-800
| Closed | -$11K | – | 4095 |
|
|
2022
Q4 | $11K | Hold |
800
| – | – | ﹤0.01% | 3330 |
|
|
2022
Q3 | $11K | Hold |
800
| – | – | ﹤0.01% | 3593 |
|
|
2022
Q2 | $11K | Hold |
800
| – | – | ﹤0.01% | 3342 |
|
|
2022
Q1 | $11K | Buy |
+800
| New | +$11K | ﹤0.01% | 3342 |
|
|
2019
Q1 | $57K | Sell |
4,061
-9,587
| -70% | -$135K | 0.01% | 913 |
|
|
2018
Q4 | $183K | Buy |
13,648
+20
| +0.1% | +$268 | 0.01% | 899 |
|
|
2018
Q3 | $191K | Sell |
13,628
-381
| -3% | -$5.34K | 0.01% | 1100 |
|
|
2018
Q2 | $196K | Sell |
14,009
-1,980
| -12% | -$27.7K | 0.01% | 1072 |
|
|
2018
Q1 | $238K | Hold |
15,989
| – | – | 0.01% | 912 |
|
|
2017
Q4 | $238K | Sell |
15,989
-2,541
| -14% | -$37.8K | 0.01% | 911 |
|
|
2017
Q3 | $289K | Hold |
18,530
| – | – | 0.01% | 935 |
|
|
2017
Q2 | $284K | Buy |
18,530
+500
| +3% | +$7.66K | 0.01% | 932 |
|
|
2017
Q1 | $267K | Buy |
18,030
+400
| +2% | +$5.92K | 0.01% | 965 |
|
|
2016
Q4 | $259K | Hold |
17,630
| – | – | 0.01% | 923 |
|
|
2016
Q3 | $302K | Buy |
17,630
+1,645
| +10% | +$28.2K | 0.02% | 806 |
|
|
2016
Q2 | $266K | Buy |
15,985
+11,924
| +294% | +$198K | 0.01% | 836 |
|
|
2016
Q1 | $57K | Sell |
4,061
-11,035
| -73% | -$155K | 0.01% | 913 |
|
|
2015
Q4 | $236K | Buy |
+15,096
| New | +$236K | 0.02% | 764 |
|