Sowell Financial Services’s Nuveen California AMT-Free Quality Municipal Income Fund NKX Stock Holding History

Sowell Financial Services’s Portfolio NKX Stock Details NKX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-1,312	Closed	-$21K	–	1956
2021 Q1	$21K	Hold	1,312	–	–	﹤0.01%	2052
2020 Q4	$21K	Hold	1,312	–	–	﹤0.01%	1725
2020 Q3	$20K	Hold	1,312	–	–	﹤0.01%	1564
2020 Q2	$20K	Hold	1,312	–	–	﹤0.01%	1463
2020 Q1	$19K	Hold	1,312	–	–	﹤0.01%	1416
2019 Q4	$20K	Hold	1,312	–	–	﹤0.01%	1438
2019 Q3	$20K	Buy	+1,312	New	+$19.8K	﹤0.01%	1282

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Leisure Capital Management Costa Mesa, California $286M AUM 26.75% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return