Integrated Wealth Concepts’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $409K | Buy |
34,761
+9
| +0% | +$106 | ﹤0.01% | 1383 |
|
|
2025
Q1 | $438K | Buy |
34,752
+5
| +0% | +$63 | 0.01% | 1202 |
|
|
2024
Q4 | $439K | Sell |
34,747
-1,552
| -4% | -$19.6K | 0.01% | 1186 |
|
|
2024
Q3 | $493K | Sell |
36,299
-15
| -0% | -$204 | 0.01% | 1091 |
|
|
2024
Q2 | $454K | Buy |
36,314
+449
| +1% | +$5.62K | 0.01% | 1092 |
|
|
2024
Q1 | $436K | Buy |
35,865
+19
| +0.1% | +$231 | 0.01% | 1110 |
|
|
2023
Q4 | $414K | Buy |
35,846
+18
| +0.1% | +$208 | 0.01% | 1086 |
|
|
2023
Q3 | $368K | Buy |
35,828
+17
| +0% | +$174 | 0.01% | 1128 |
|
|
2023
Q2 | $413K | Buy |
35,811
+5,650
| +19% | +$65.2K | 0.01% | 1078 |
|
|
2023
Q1 | $351K | Buy |
+30,161
| New | +$351K | 0.01% | 985 |
|