Laird Norton Wetherby Wealth Management’s Nuveen California AMT-Free Quality Municipal Income Fund NKX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-20,000
| Closed | -$271K | – | 944 |
|
|
2022
Q1 | $271K | Hold |
20,000
| – | – | 0.02% | 740 |
|
|
2021
Q4 | $317K | Hold |
20,000
| – | – | 0.02% | 690 |
|
|
2021
Q3 | $328K | Hold |
20,000
| – | – | 0.02% | 662 |
|
|
2021
Q2 | $326K | Hold |
20,000
| – | – | 0.02% | 671 |
|
|
2021
Q1 | $309K | Hold |
20,000
| – | – | 0.02% | 597 |
|
|
2020
Q4 | $315K | Hold |
20,000
| – | – | 0.02% | 637 |
|
|
2020
Q3 | $305K | Hold |
20,000
| – | – | 0.03% | 524 |
|
|
2020
Q2 | $299K | Hold |
20,000
| – | – | 0.03% | 513 |
|
|
2020
Q1 | $283K | Hold |
20,000
| – | – | 0.03% | 467 |
|
|
2019
Q4 | $304K | Hold |
20,000
| – | – | 0.03% | 532 |
|
|
2019
Q3 | $302K | Hold |
20,000
| – | – | 0.03% | 547 |
|
|
2019
Q2 | $292K | Buy |
+20,000
| New | +$292K | 0.03% | 546 |
|