Integrated Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $172K | Hold |
11,652
| – | – | 0.06% | 262 |
|
|
2016
Q4 | $167K | Hold |
11,652
| – | – | 0.06% | 242 |
|
|
2016
Q3 | $194K | Hold |
11,652
| – | – | 0.07% | 231 |
|
|
2016
Q2 | $199K | Hold |
11,652
| – | – | 0.08% | 218 |
|
|
2016
Q1 | $187K | Hold |
11,652
| – | – | 0.08% | 198 |
|
|
2015
Q4 | $179K | Hold |
11,652
| – | – | 0.08% | 203 |
|
|
2015
Q3 | $171K | Buy |
11,652
+7,281
| +167% | +$107K | 0.07% | 204 |
|
|
2015
Q2 | $62K | Buy |
4,371
+4,000
| +1,078% | +$56.7K | 0.02% | 349 |
|
|
2015
Q1 | $5K | Buy |
+371
| New | +$5K | ﹤0.01% | 934 |
|