SWA
SOA Wealth Advisors’s Nuveen New York AMT-Free Quality Municipal Income Fund NRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $39.7K | Hold |
4,010
| – | – | 0.01% | 402 |
|
|
2025
Q1 | $41.3K | Hold |
4,010
| – | – | 0.01% | 368 |
|
|
2024
Q4 | $41.9K | Sell |
4,010
-3,882
| -49% | -$40.6K | 0.01% | 351 |
|
|
2024
Q3 | $88.4K | Sell |
7,892
-1,333
| -14% | -$14.9K | 0.02% | 259 |
|
|
2024
Q2 | $102K | Hold |
9,225
| – | – | 0.02% | 247 |
|
|
2024
Q1 | $100K | Hold |
9,225
| – | – | 0.02% | 245 |
|
|
2023
Q4 | $97.1K | Hold |
9,225
| – | – | 0.02% | 236 |
|
|
2023
Q3 | $87.2K | Hold |
9,225
| – | – | 0.02% | 242 |
|
|
2023
Q2 | $95.5K | Hold |
9,225
| – | – | 0.02% | 238 |
|
|
2023
Q1 | $97.5K | Hold |
9,225
| – | – | 0.02% | 227 |
|
|
2022
Q4 | $94.6K | Hold |
9,225
| – | – | 0.03% | 227 |
|
|
2022
Q3 | $90K | Hold |
9,225
| – | – | 0.03% | 212 |
|
|
2022
Q2 | $101K | Hold |
9,225
| – | – | 0.03% | 204 |
|
|
2022
Q1 | $111K | Hold |
9,225
| – | – | 0.03% | 220 |
|
|
2021
Q4 | $127K | Hold |
9,225
| – | – | 0.03% | 195 |
|
|
2021
Q3 | $127K | Hold |
9,225
| – | – | 0.03% | 197 |
|
|
2021
Q2 | $130K | Hold |
9,225
| – | – | 0.03% | 195 |
|
|
2021
Q1 | $125K | Sell |
9,225
-2,714
| -23% | -$36.8K | 0.04% | 179 |
|
|
2020
Q4 | $164K | Buy |
+11,939
| New | +$164K | 0.04% | 145 |
|