Strait & Sound Wealth Management’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 | $246K | Sell |
20,918
-1,050
| -5% | -$12.4K | 0.1% | 129 |
|
|
2025
Q1 | $277K | Hold |
21,968
| – | – | 0.13% | 124 |
|
|
2024
Q4 | $278K | Hold |
21,968
| – | – | 0.13% | 116 |
|
|
2024
Q3 | $299K | Hold |
21,968
| – | – | 0.15% | 109 |
|
|
2024
Q2 | $275K | Hold |
21,968
| – | – | 0.14% | 118 |
|
|
2024
Q1 | $263K | Hold |
21,968
| – | – | 0.15% | 109 |
|
|
2023
Q4 | $249K | Hold |
21,968
| – | – | 0.16% | 113 |
|
|
2023
Q3 | $225K | Sell |
21,968
-2,470
| -10% | -$25.3K | 0.19% | 117 |
|
|
2023
Q2 | $282K | Sell |
24,438
-6,500
| -21% | -$75K | 0.28% | 78 |
|
|
2023
Q1 | $360K | Sell |
30,938
-500
| -2% | -$5.82K | 0.36% | 68 |
|
|
2022
Q4 | $385K | Buy |
+31,438
| New | +$385K | 0.42% | 62 |
|