Pacific Wealth Strategies Group’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
Q2 | $322K | Sell |
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|
2025
Q1 | $380K | Hold |
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|
2024
Q4 | $381K | Hold |
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|
2024
Q3 | $410K | Sell |
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|
2024
Q2 | $410K | Sell |
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|
2024
Q1 | $402K | Sell |
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|
2023
Q4 | $387K | Sell |
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|
2023
Q3 | $434K | Sell |
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|
2023
Q2 | $677K | Hold |
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|
2023
Q1 | $683K | Buy |
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|
2022
Q4 | $717K | Buy |
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|
2022
Q3 | $433K | Sell |
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|
2022
Q2 | $493K | Sell |
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|
2022
Q1 | $3.35M | Sell |
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|
2021
Q4 | $3.94M | Buy |
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|
2021
Q3 | $4.03M | Sell |
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|
2021
Q2 | $4.01M | Sell |
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|
2021
Q1 | $4.11M | Sell |
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|
2020
Q4 | $4.29M | Buy |
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|
2020
Q3 | $4.19M | Hold |
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|
2020
Q2 | $4.1M | Sell |
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|
2020
Q1 | $3.96M | Sell |
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|
2019
Q4 | $4.42M | Sell |
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|
2019
Q3 | $4.46M | Sell |
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|
2019
Q2 | $4.85M | Sell |
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|
2019
Q1 | $4.67M | Buy |
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|
2018
Q4 | $4.17M | Sell |
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|
2018
Q3 | $4.78M | Buy |
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|
2018
Q2 | $4.97M | Buy |
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|
2018
Q1 | $4.33M | Sell |
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|
2017
Q4 | $5.04M | Buy |
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|
2017
Q3 | $5M | Buy |
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|
2017
Q2 | $4.88M | Buy |
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|
2017
Q1 | $4.58M | Buy |
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|
2016
Q4 | $4.1M | Buy |
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