O3W
Omni 360 Wealth’s Nuveen New York Tax-Free Income Portfolio NXN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $198K | Buy |
17,000
+2,000
| +13% | +$23.3K | 0.1% | 204 |
|
|
2025
Q1 | $177K | Buy |
15,000
+2,500
| +20% | +$29.6K | 0.1% | 158 |
|
|
2024
Q4 | $142K | Hold |
12,500
| – | – | 0.09% | 122 |
|
|
2024
Q3 | $152K | Hold |
12,500
| – | – | 0.1% | 123 |
|
|
2024
Q2 | $146K | Buy |
+12,500
| New | +$146K | 0.11% | 111 |
|