Napa Wealth Management’s Nuveen California AMT-Free Quality Municipal Income Fund NKX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$700K Buy
2025
Q2
$648K Sell
2025
Q1
$857K Sell
2024
Q4
$925K Sell
2024
Q3
$1.35M Buy
2024
Q2
$868K Sell
2024
Q1
$1.2M Sell
2023
Q4
$1.14M Buy