Napa 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $648K | Sell |
55,029
-13,033
| -19% | -$153K | 0.31% | 76 |
|
|
2025
Q1 | $857K | Sell |
68,062
-5,093
| -7% | -$64.1K | 0.48% | 50 |
|
|
2024
Q4 | $925K | Sell |
73,155
-26,043
| -26% | -$329K | 0.4% | 74 |
|
|
2024
Q3 | $1.35M | Buy |
99,198
+29,826
| +43% | +$405K | 0.64% | 35 |
|
|
2024
Q2 | $868K | Sell |
69,372
-29,605
| -30% | -$370K | 0.59% | 35 |
|
|
2024
Q1 | $1.2M | Sell |
98,977
-35
| -0% | -$425 | 0.63% | 15 |
|
|
2023
Q4 | $1.14M | Buy |
+99,012
| New | +$1.14M | 0.62% | 37 |
|