Raymond James Financial Services Advisors’s Nuveen CA Select Tax-Free Income Portfolio NXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-11,600
| Closed | -$148K | – | 3447 |
|
|
2023
Q4 | $148K | Buy |
+11,600
| New | +$148K | ﹤0.01% | 3059 |
|
|
2023
Q2 | – | Sell |
-13,682
| Closed | -$184K | – | 3308 |
|
|
2023
Q1 | $184K | Hold |
13,682
| – | – | ﹤0.01% | 2930 |
|
|
2022
Q4 | $196K | Hold |
13,682
| – | – | ﹤0.01% | 2869 |
|
|
2022
Q3 | $179K | Buy |
13,682
+1,765
| +15% | +$23.1K | ﹤0.01% | 2878 |
|
|
2022
Q2 | $162K | Buy |
+11,917
| New | +$162K | ﹤0.01% | 2904 |
|
|
2020
Q4 | – | Sell |
-12,184
| Closed | -$195K | – | 2992 |
|
|
2020
Q3 | $195K | Hold |
12,184
| – | – | ﹤0.01% | 2549 |
|
|
2020
Q2 | $200K | Buy |
12,184
+360
| +3% | +$5.91K | ﹤0.01% | 2491 |
|
|
2020
Q1 | $171K | Hold |
11,824
| – | – | ﹤0.01% | 2106 |
|
|
2019
Q4 | $197K | Hold |
11,824
| – | – | ﹤0.01% | 2578 |
|
|
2019
Q3 | $186K | Hold |
11,824
| – | – | ﹤0.01% | 2517 |
|
|
2019
Q2 | $175K | Hold |
11,824
| – | – | ﹤0.01% | 2566 |
|
|
2019
Q1 | $167K | Buy |
+11,824
| New | +$167K | ﹤0.01% | 2536 |
|