Perigon Wealth Management’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
Q3 | $215K | Hold |
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|
2025
Q2 | $200K | Hold |
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|
2025
Q1 | $213K | Hold |
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|
2024
Q4 | $215K | Hold |
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|
2024
Q3 | $230K | Hold |
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|
2024
Q2 | $212K | Hold |
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|
2024
Q1 | $206K | Sell |
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|
2023
Q4 | $211K | Sell |
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|
2023
Q3 | $254K | Hold |
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|
2023
Q2 | $286K | Hold |
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|
2023
Q1 | $288K | Buy |
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