TIM
Tortoise Investment Management’s Nuveen CA Select Tax-Free Income Portfolio NXC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,350
| Closed | -$17.5K | – | 896 |
|
|
2024
Q2 | $17.5K | Hold |
1,350
| – | – | ﹤0.01% | 552 |
|
|
2024
Q1 | $18.1K | Hold |
1,350
| – | – | ﹤0.01% | 527 |
|
|
2023
Q4 | $17.3K | Hold |
1,350
| – | – | ﹤0.01% | 489 |
|
|
2023
Q3 | $16.4K | Hold |
1,350
| – | – | ﹤0.01% | 483 |
|
|
2023
Q2 | $17.6K | Buy |
+1,350
| New | +$17.6K | ﹤0.01% | 488 |
|
|
2021
Q2 | – | Sell |
-800
| Closed | -$13K | – | 604 |
|
|
2021
Q1 | $13K | Sell |
800
-600
| -43% | -$9.75K | ﹤0.01% | 408 |
|
|
2020
Q4 | $23K | Hold |
1,400
| – | – | 0.01% | 316 |
|
|
2020
Q3 | $22K | Hold |
1,400
| – | – | 0.01% | 300 |
|
|
2020
Q2 | $23K | Hold |
1,400
| – | – | 0.01% | 285 |
|
|
2020
Q1 | $20K | Hold |
1,400
| – | – | 0.01% | 290 |
|
|
2019
Q4 | $23K | Sell |
1,400
-2,500
| -64% | -$41.1K | 0.01% | 303 |
|
|
2019
Q3 | $61K | Hold |
3,900
| – | – | 0.02% | 217 |
|
|
2019
Q2 | $58K | Buy |
3,900
+1,400
| +56% | +$20.8K | 0.01% | 240 |
|
|
2019
Q1 | $35K | Hold |
2,500
| – | – | 0.01% | 275 |
|
|
2018
Q4 | $33K | Hold |
2,500
| – | – | 0.01% | 268 |
|
|
2018
Q3 | $35K | Hold |
2,500
| – | – | 0.01% | 272 |
|
|
2018
Q2 | $35K | Buy |
+2,500
| New | +$35K | 0.01% | 276 |
|