Ladenburg Thalmann Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $70K | Hold |
4,184
| – | – | ﹤0.01% | 3295 |
|
|
2019
Q3 | $66K | Sell |
4,184
-1,710
| -29% | -$27K | ﹤0.01% | 3234 |
|
|
2019
Q2 | $87K | Hold |
5,894
| – | – | ﹤0.01% | 3067 |
|
|
2019
Q1 | $83K | Hold |
5,894
| – | – | ﹤0.01% | 3020 |
|
|
2018
Q4 | $79K | Buy |
5,894
+500
| +9% | +$6.7K | ﹤0.01% | 2926 |
|
|
2018
Q3 | $76K | Hold |
5,394
| – | – | ﹤0.01% | 3028 |
|
|
2018
Q2 | $75K | Hold |
5,394
| – | – | ﹤0.01% | 2964 |
|
|
2018
Q1 | $75K | Hold |
5,394
| – | – | ﹤0.01% | 2964 |
|
|
2017
Q4 | $80K | Hold |
5,394
| – | – | ﹤0.01% | 2882 |
|
|
2017
Q3 | $84K | Hold |
5,394
| – | – | ﹤0.01% | 2719 |
|
|
2017
Q2 | $83K | Buy |
5,394
+1,710
| +46% | +$26.3K | ﹤0.01% | 2634 |
|
|
2017
Q1 | $55K | Sell |
3,684
-1,710
| -32% | -$25.5K | ﹤0.01% | 2835 |
|
|
2016
Q4 | $79K | Hold |
5,394
| – | – | ﹤0.01% | 2497 |
|
|
2016
Q3 | $92K | Hold |
5,394
| – | – | ﹤0.01% | 2314 |
|
|
2016
Q2 | $89K | Hold |
5,394
| – | – | ﹤0.01% | 2235 |
|
|
2016
Q1 | $91K | Sell |
5,394
-869
| -14% | -$14.7K | ﹤0.01% | 2136 |
|
|
2015
Q4 | $98K | Buy |
6,263
+869
| +16% | +$13.6K | ﹤0.01% | 2076 |
|
|
2015
Q3 | $82K | Hold |
5,394
| – | – | ﹤0.01% | 2127 |
|
|
2015
Q2 | $79K | Hold |
5,394
| – | – | ﹤0.01% | 2270 |
|
|
2015
Q1 | $83K | Buy |
5,394
+1,710
| +46% | +$26.3K | ﹤0.01% | 2197 |
|
|
2014
Q4 | $57K | Hold |
3,684
| – | – | ﹤0.01% | 2282 |
|
|
2014
Q3 | $57K | Hold |
3,684
| – | – | ﹤0.01% | 1949 |
|
|
2014
Q2 | $55K | Buy |
3,684
+1,194
| +48% | +$17.8K | ﹤0.01% | 1983 |
|
|
2014
Q1 | $35K | Hold |
2,490
| – | – | ﹤0.01% | 2194 |
|
|
2013
Q4 | $34K | Buy |
2,490
+1,490
| +149% | +$20.3K | ﹤0.01% | 2188 |
|
|
2013
Q3 | $14K | Hold |
1,000
| – | – | ﹤0.01% | 2675 |
|
|
2013
Q2 | $14K | Buy |
+1,000
| New | +$14K | ﹤0.01% | 2536 |
|