Northwestern Mutual 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,000
| Closed | -$40.8K | – | 3795 |
|
|
2024
Q3 | $40.8K | Hold |
3,000
| – | – | ﹤0.01% | 2231 |
|
|
2024
Q2 | $37.5K | Hold |
3,000
| – | – | ﹤0.01% | 2185 |
|
|
2024
Q1 | $36.5K | Buy |
3,000
+2,689
| +865% | +$32.7K | ﹤0.01% | 2196 |
|
|
2023
Q4 | $3.59K | Buy |
+311
| New | +$3.59K | ﹤0.01% | 2955 |
|
|
2023
Q2 | – | Sell |
-11,957
| Closed | -$139K | – | 3515 |
|
|
2023
Q1 | $139K | Sell |
11,957
-8,043
| -40% | -$93.6K | ﹤0.01% | 1572 |
|
|
2022
Q4 | $246K | Buy |
20,000
+5,127
| +34% | +$63.1K | ﹤0.01% | 1353 |
|
|
2022
Q3 | $176K | Buy |
14,873
+1,427
| +11% | +$16.9K | ﹤0.01% | 1435 |
|
|
2022
Q2 | $173K | Buy |
13,446
+7,978
| +146% | +$103K | ﹤0.01% | 1441 |
|
|
2022
Q1 | $75K | Buy |
+5,468
| New | +$75K | ﹤0.01% | 1831 |
|
|
2018
Q3 | – | Sell |
-209
| Closed | -$3K | – | 2579 |
|
|
2018
Q2 | $3K | Buy |
+209
| New | +$3K | ﹤0.01% | 2105 |
|
|
2013
Q4 | – | Sell |
-240
| Closed | -$3K | – | 1507 |
|
|
2013
Q3 | $3K | Buy |
+240
| New | +$3K | ﹤0.01% | 1106 |
|