Wealth Enhancement Advisory Services’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 | $255K | Buy |
21,650
+7,000
| +48% | +$82.5K | ﹤0.01% | 2761 |
|
|
2025
Q1 | $184K | Hold |
14,650
| – | – | ﹤0.01% | 2625 |
|
|
2024
Q4 | $185K | Buy |
14,650
+1,000
| +7% | +$12.6K | ﹤0.01% | 2680 |
|
|
2024
Q3 | $186K | Hold |
13,650
| – | – | ﹤0.01% | 2440 |
|
|
2024
Q2 | $171K | Hold |
13,650
| – | – | ﹤0.01% | 2321 |
|
|
2024
Q1 | $166K | Hold |
13,650
| – | – | ﹤0.01% | 2230 |
|
|
2023
Q4 | $158K | Sell |
13,650
-4,897
| -26% | -$56.5K | ﹤0.01% | 2118 |
|
|
2023
Q3 | $190K | Buy |
+18,547
| New | +$190K | ﹤0.01% | 2008 |
|