Liberty 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-2,072
| Closed | -$34K | – | 774 |
|
|
2021
Q3 | $34K | Buy |
2,072
+21
| +1% | +$345 | 0.01% | 506 |
|
|
2021
Q2 | $33K | Buy |
2,051
+29
| +1% | +$467 | 0.01% | 404 |
|
|
2021
Q1 | $31K | Hold |
2,022
| – | – | 0.02% | 382 |
|
|
2020
Q4 | $31K | Buy |
2,022
+35
| +2% | +$537 | 0.02% | 380 |
|
|
2020
Q3 | $30K | Buy |
1,987
+21
| +1% | +$317 | 0.02% | 330 |
|
|
2020
Q2 | $29K | Buy |
1,966
+21
| +1% | +$310 | 0.02% | 324 |
|
|
2020
Q1 | $28K | Buy |
1,945
+13
| +0.7% | +$187 | 0.02% | 299 |
|
|
2019
Q4 | $29K | Buy |
1,932
+26
| +1% | +$390 | 0.02% | 351 |
|
|
2019
Q3 | $29K | Buy |
1,906
+20
| +1% | +$304 | 0.03% | 332 |
|
|
2019
Q2 | $28K | Buy |
1,886
+20
| +1% | +$297 | 0.02% | 350 |
|
|
2019
Q1 | $25K | Buy |
1,866
+15
| +0.8% | +$201 | 0.02% | 313 |
|
|
2018
Q4 | $23K | Buy |
+1,851
| New | +$23K | 0.02% | 302 |
|