Perigon 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $200K | Hold |
16,950
| – | – | ﹤0.01% | 1011 |
|
|
2025
Q1 | $213K | Hold |
16,950
| – | – | 0.01% | 941 |
|
|
2024
Q4 | $215K | Hold |
16,950
| – | – | 0.01% | 945 |
|
|
2024
Q3 | $230K | Hold |
16,950
| – | – | 0.01% | 878 |
|
|
2024
Q2 | $212K | Hold |
16,950
| – | – | 0.01% | 794 |
|
|
2024
Q1 | $206K | Sell |
16,950
-1,315
| -7% | -$16K | 0.01% | 804 |
|
|
2023
Q4 | $211K | Sell |
18,265
-6,488
| -26% | -$74.9K | 0.01% | 771 |
|
|
2023
Q3 | $254K | Hold |
24,753
| – | – | 0.01% | 649 |
|
|
2023
Q2 | $286K | Hold |
24,753
| – | – | 0.01% | 624 |
|
|
2023
Q1 | $288K | Buy |
+24,753
| New | +$288K | 0.02% | 548 |
|