MKT 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 | $843K | Hold |
71,643
| – | – | 0.33% | 46 |
|
2025
Q1 | $896K | Hold |
71,643
| – | – | 0.42% | 38 |
|
2024
Q4 | $907K | Hold |
71,643
| – | – | 0.4% | 37 |
|
2024
Q3 | $979K | Buy |
71,643
+37
| +0.1% | +$506 | 0.46% | 35 |
|
2024
Q2 | $914K | Buy |
71,606
+293
| +0.4% | +$3.74K | 0.45% | 35 |
|
2024
Q1 | $851K | Buy |
71,313
+479
| +0.7% | +$5.71K | 0.47% | 33 |
|
2023
Q4 | $818K | Sell |
70,834
-1,688
| -2% | -$19.5K | 0.54% | 35 |
|
2023
Q3 | $730K | Hold |
72,522
| – | – | 0.55% | 37 |
|
2023
Q2 | $835K | Hold |
72,522
| – | – | 0.59% | 32 |
|
2023
Q1 | $844K | Sell |
72,522
-2,000
| -3% | -$23.3K | 0.63% | 33 |
|
2022
Q4 | $936K | Hold |
74,522
| – | – | 0.71% | 26 |
|
2022
Q3 | $880K | Hold |
74,522
| – | – | 0.76% | 25 |
|
2022
Q2 | $1M | Hold |
74,522
| – | – | 0.78% | 20 |
|
2022
Q1 | $981K | Buy |
74,522
+303
| +0.4% | +$3.99K | 0.74% | 26 |
|
2021
Q4 | $1.09M | Buy |
+74,219
| New | +$1.09M | 0.85% | 18 |
|