Lindbrook Capital’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 | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-24,753
| Closed | -$304K | – | 2883 |
|
2022
Q4 | $304K | Hold |
24,753
| – | – | 0.04% | 250 |
|
2022
Q3 | $292K | Hold |
24,753
| – | – | 0.05% | 213 |
|
2022
Q2 | $319K | Buy |
+24,753
| New | +$319K | 0.05% | 210 |
|
2020
Q1 | – | Sell |
-2,500
| Closed | -$38K | – | 1813 |
|
2019
Q4 | $38K | Hold |
2,500
| – | – | 0.01% | 526 |
|
2019
Q3 | $38K | Sell |
2,500
-2,500
| -50% | -$38K | 0.01% | 502 |
|
2019
Q2 | $73K | Buy |
5,000
+3,000
| +150% | +$43.8K | 0.03% | 301 |
|
2019
Q1 | $27K | Hold |
2,000
| – | – | 0.01% | 595 |
|
2018
Q4 | $25K | Buy |
+2,000
| New | +$25K | 0.01% | 535 |
|