Optimum Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-1,025
| Closed | -$17K | – | 893 |
|
|
2021
Q2 | $17K | Hold |
1,025
| – | – | 0.01% | 683 |
|
|
2021
Q1 | $16K | Hold |
1,025
| – | – | ﹤0.01% | 700 |
|
|
2020
Q4 | $16K | Hold |
1,025
| – | – | ﹤0.01% | 660 |
|
|
2020
Q3 | $16K | Hold |
1,025
| – | – | 0.01% | 637 |
|
|
2020
Q2 | $15K | Hold |
1,025
| – | – | 0.01% | 645 |
|
|
2020
Q1 | $15K | Hold |
1,025
| – | – | 0.01% | 629 |
|
|
2019
Q4 | $16K | Hold |
1,025
| – | – | ﹤0.01% | 706 |
|
|
2019
Q3 | $15K | Hold |
1,025
| – | – | ﹤0.01% | 724 |
|
|
2019
Q2 | $15K | Hold |
1,025
| – | – | ﹤0.01% | 723 |
|
|
2019
Q1 | $14K | Hold |
1,025
| – | – | ﹤0.01% | 749 |
|
|
2018
Q4 | $13K | Hold |
1,025
| – | – | ﹤0.01% | 717 |
|
|
2018
Q3 | $13K | Hold |
1,025
| – | – | ﹤0.01% | 810 |
|
|
2018
Q2 | $14K | Hold |
1,025
| – | – | ﹤0.01% | 796 |
|
|
2018
Q1 | $14K | Buy |
+1,025
| New | +$14K | ﹤0.01% | 774 |
|
|
2015
Q1 | $15K | Hold |
1,025
| – | – | ﹤0.01% | 746 |
|
|
2014
Q4 | $15K | Hold |
1,025
| – | – | ﹤0.01% | 783 |
|
|
2014
Q3 | $14K | Hold |
1,025
| – | – | ﹤0.01% | 709 |
|
|
2014
Q2 | $14K | Hold |
1,025
| – | – | ﹤0.01% | 725 |
|
|
2014
Q1 | $14K | Hold |
1,025
| – | – | 0.01% | 560 |
|
|
2013
Q4 | $12K | Hold |
1,025
| – | – | ﹤0.01% | 588 |
|
|
2013
Q3 | $13K | Buy |
+1,025
| New | +$13K | 0.01% | 553 |
|