LifeGoal Wealth Advisors’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	–	Sell	-16,140	Closed	-$203K	–	71
2025 Q1	$203K	Hold	16,140	–	–	0.22%	61
2024 Q4	$204K	Buy	+16,140	New	+$204K	0.22%	58