LPL Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.93M | Buy |
146,331
+6,469
| +5% | +$85.2K | ﹤0.01% | 3133 |
|
|
2025
Q1 | $1.84M | Sell |
139,862
-1,930
| -1% | -$25.5K | ﹤0.01% | 2998 |
|
|
2024
Q4 | $1.83M | Sell |
141,792
-8,149
| -5% | -$105K | ﹤0.01% | 2927 |
|
|
2024
Q3 | $2.12M | Sell |
149,941
-3,164
| -2% | -$44.7K | ﹤0.01% | 2656 |
|
|
2024
Q2 | $1.98M | Buy |
153,105
+4,922
| +3% | +$63.8K | ﹤0.01% | 2587 |
|
|
2024
Q1 | $1.99M | Buy |
148,183
+130,835
| +754% | +$1.76M | ﹤0.01% | 2524 |
|
|
2023
Q4 | $222K | Buy |
17,348
+585
| +3% | +$7.48K | ﹤0.01% | 4258 |
|
|
2023
Q3 | $204K | Buy |
16,763
+60
| +0.4% | +$730 | ﹤0.01% | 4171 |
|
|
2023
Q2 | $218K | Sell |
16,703
-442
| -3% | -$5.76K | ﹤0.01% | 4046 |
|
|
2023
Q1 | $231K | Buy |
17,145
+35
| +0.2% | +$471 | ﹤0.01% | 3906 |
|
|
2022
Q4 | $246K | Sell |
17,110
-203
| -1% | -$2.91K | ﹤0.01% | 3794 |
|
|
2022
Q3 | $226K | Buy |
+17,313
| New | +$226K | ﹤0.01% | 3798 |
|
|
2017
Q4 | – | Sell |
-11,660
| Closed | -$182K | – | 3035 |
|
|
2017
Q3 | $182K | Sell |
11,660
-2,219
| -16% | -$34.6K | ﹤0.01% | 2674 |
|
|
2017
Q2 | $213K | Sell |
13,879
-53,514
| -79% | -$821K | ﹤0.01% | 2535 |
|
|
2017
Q1 | $1M | Sell |
67,393
-1,411
| -2% | -$21K | 0.01% | 1262 |
|
|
2016
Q4 | $1.01M | Sell |
68,804
-3,348
| -5% | -$49.2K | 0.01% | 1213 |
|
|
2016
Q3 | $1.22M | Buy |
72,152
+13,594
| +23% | +$229K | 0.01% | 1050 |
|
|
2016
Q2 | $970K | Sell |
58,558
-43,924
| -43% | -$728K | 0.01% | 1189 |
|
|
2016
Q1 | $1.7M | Buy |
102,482
+34,313
| +50% | +$568K | ﹤0.01% | 1308 |
|
|
2015
Q4 | $1.06M | Buy |
68,169
+39,637
| +139% | +$616K | ﹤0.01% | 1636 |
|
|
2015
Q3 | $438K | Sell |
28,532
-1,655
| -5% | -$25.4K | ﹤0.01% | 1899 |
|
|
2015
Q2 | $446K | Buy |
30,187
+1,200
| +4% | +$17.7K | ﹤0.01% | 1989 |
|
|
2015
Q1 | $451K | Sell |
28,987
-1,650
| -5% | -$25.7K | ﹤0.01% | 1927 |
|
|
2014
Q4 | $473K | Buy |
30,637
+3,240
| +12% | +$50K | ﹤0.01% | 1809 |
|
|
2014
Q3 | $424K | Buy |
27,397
+2,300
| +9% | +$35.6K | ﹤0.01% | 1918 |
|
|
2014
Q2 | $375K | Buy |
25,097
+1,104
| +5% | +$16.5K | ﹤0.01% | 2025 |
|
|
2014
Q1 | $342K | Sell |
23,993
-9,898
| -29% | -$141K | ﹤0.01% | 2045 |
|
|
2013
Q4 | $458K | Sell |
33,891
-1,090
| -3% | -$14.7K | ﹤0.01% | 1782 |
|
|
2013
Q3 | $462K | Sell |
34,981
-5,994
| -15% | -$79.2K | ﹤0.01% | 1711 |
|
|
2013
Q2 | $586K | Buy |
+40,975
| New | +$586K | ﹤0.01% | 1456 |
|