Mariner Independent Advisor Network’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $2.36M | Sell |
199,757
-17,436
| -8% | -$206K | 0.1% | 205 |
|
|
2022
Q2 | $2.8M | Buy |
+217,193
| New | +$2.8M | 0.12% | 183 |
|
|
2020
Q1 | – | Sell |
-29,854
| Closed | -$454K | – | 389 |
|
|
2019
Q4 | $454K | Hold |
29,854
| – | – | 0.03% | 325 |
|
|
2019
Q3 | $451K | Hold |
29,854
| – | – | 0.03% | 326 |
|
|
2019
Q2 | $437K | Hold |
29,854
| – | – | 0.03% | 324 |
|
|
2019
Q1 | $416K | Hold |
29,854
| – | – | 0.04% | 316 |
|
|
2018
Q4 | $391K | Buy |
29,854
+1,815
| +6% | +$23.8K | 0.03% | 313 |
|
|
2018
Q3 | $359K | Buy |
+28,039
| New | +$359K | 0.04% | 206 |
|