Mission 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-10,138
| Closed | -$156K | – | 253 |
|
|
2017
Q4 | $156K | Hold |
10,138
| – | – | 0.03% | 222 |
|
|
2017
Q3 | $160K | Hold |
10,138
| – | – | 0.03% | 196 |
|
|
2017
Q2 | $158K | Hold |
10,138
| – | – | 0.03% | 182 |
|
|
2017
Q1 | $149K | Buy |
+10,138
| New | +$149K | 0.03% | 184 |
|
|
2016
Q2 | – | Sell |
-10,138
| Closed | -$162K | – | 171 |
|
|
2016
Q1 | $162K | Buy |
+10,138
| New | +$162K | 0.04% | 150 |
|