Pure Financial 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $201K | Hold |
17,094
| – | – | ﹤0.01% | 457 |
|
2025
Q1 | $215K | Hold |
17,094
| – | – | ﹤0.01% | 364 |
|
2024
Q4 | $216K | Hold |
17,094
| – | – | ﹤0.01% | 330 |
|
2024
Q3 | $232K | Sell |
17,094
-3,815
| -18% | -$51.8K | 0.01% | 301 |
|
2024
Q2 | $262K | Buy |
20,909
+3,815
| +22% | +$47.7K | 0.01% | 276 |
|
2024
Q1 | $208K | Hold |
17,094
| – | – | 0.01% | 298 |
|
2023
Q4 | $197K | Hold |
17,094
| – | – | 0.01% | 294 |
|
2023
Q3 | $175K | Hold |
17,094
| – | – | 0.01% | 255 |
|
2023
Q2 | $197K | Hold |
17,094
| – | – | 0.01% | 248 |
|
2023
Q1 | $199K | Sell |
17,094
-960
| -5% | -$11.2K | 0.01% | 245 |
|
2022
Q4 | $222K | Buy |
+18,054
| New | +$222K | 0.01% | 225 |
|
2017
Q4 | – | Sell |
-10,187
| Closed | -$161K | – | 66 |
|
2017
Q3 | $161K | Hold |
10,187
| – | – | 0.04% | 110 |
|
2017
Q2 | $159K | Hold |
10,187
| – | – | 0.04% | 105 |
|
2017
Q1 | $150K | Hold |
10,187
| – | – | 0.04% | 104 |
|
2016
Q4 | $146K | Hold |
10,187
| – | – | 0.04% | 99 |
|
2016
Q3 | $169K | Hold |
10,187
| – | – | 0.05% | 95 |
|
2016
Q2 | $174K | Hold |
10,187
| – | – | 0.06% | 91 |
|
2016
Q1 | $163K | Hold |
10,187
| – | – | 0.06% | 95 |
|
2015
Q4 | $156K | Hold |
10,187
| – | – | 0.07% | 69 |
|
2015
Q3 | $149K | Hold |
10,187
| – | – | 0.07% | 64 |
|
2015
Q2 | $144K | Hold |
10,187
| – | – | 0.07% | 69 |
|
2015
Q1 | $152K | Hold |
10,187
| – | – | 0.05% | 59 |
|
2014
Q4 | $150K | Hold |
10,187
| – | – | 0.05% | 58 |
|
2014
Q3 | $142K | Hold |
10,187
| – | – | 0.05% | 55 |
|
2014
Q2 | $139K | Hold |
10,187
| – | – | 0.05% | 57 |
|
2014
Q1 | $135K | Buy |
+10,187
| New | +$135K | 0.05% | 53 |
|
2013
Q4 | – | Sell |
-10,187
| Closed | -$126K | – | 52 |
|
2013
Q3 | $126K | Hold |
10,187
| – | – | 0.06% | 51 |
|
2013
Q2 | $137K | Buy |
+10,187
| New | +$137K | 0.07% | 49 |
|