Ridgewood Investments’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-18,659
| Closed | -$240K | – | 184 |
|
|
2022
Q2 | $240K | Hold |
18,659
| – | – | 0.19% | 153 |
|
|
2022
Q1 | $253K | Sell |
18,659
-8,000
| -30% | -$108K | 0.17% | 160 |
|
|
2021
Q4 | $422K | Hold |
26,659
| – | – | 0.27% | 120 |
|
|
2021
Q3 | $437K | Hold |
26,659
| – | – | 0.3% | 111 |
|
|
2021
Q2 | $435K | Hold |
26,659
| – | – | 0.28% | 121 |
|
|
2021
Q1 | $412K | Buy |
+26,659
| New | +$412K | 0.25% | 125 |
|