Wedbush Securities’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 | $674K | Buy |
57,286
+102
| +0.2% | +$1.2K | 0.02% | 531 |
|
|
2025
Q1 | $720K | Sell |
57,184
-40,378
| -41% | -$508K | 0.03% | 481 |
|
|
2024
Q4 | $1.23M | Buy |
97,562
+6,499
| +7% | +$82.1K | 0.04% | 315 |
|
|
2024
Q3 | $1.24M | Buy |
91,063
+7,865
| +9% | +$107K | 0.05% | 311 |
|
|
2024
Q2 | $1.04M | Buy |
83,198
+48
| +0.1% | +$601 | 0.04% | 362 |
|
|
2024
Q1 | $1.01M | Sell |
83,150
-883
| -1% | -$10.7K | 0.04% | 384 |
|
|
2023
Q4 | $970K | Buy |
84,033
+1,682
| +2% | +$19.4K | 0.04% | 337 |
|
|
2023
Q3 | $845K | Sell |
82,351
-223
| -0.3% | -$2.29K | 0.04% | 352 |
|
|
2023
Q2 | $953K | Buy |
82,574
+629
| +0.8% | +$7.26K | 0.05% | 333 |
|
|
2023
Q1 | $954K | Buy |
81,945
+1,055
| +1% | +$12.3K | 0.05% | 331 |
|
|
2022
Q4 | $995K | Buy |
80,890
+4,719
| +6% | +$58K | 0.05% | 305 |
|
|
2022
Q3 | $900K | Buy |
76,171
+1,556
| +2% | +$18.4K | 0.05% | 314 |
|
|
2022
Q2 | $961K | Buy |
74,615
+5,142
| +7% | +$66.2K | 0.05% | 299 |
|
|
2022
Q1 | $942K | Buy |
69,473
+2,147
| +3% | +$29.1K | 0.04% | 364 |
|
|
2021
Q4 | $1.07M | Sell |
67,326
-1,000
| -1% | -$15.8K | 0.05% | 360 |
|
|
2021
Q3 | $1.12M | Sell |
68,326
-1,095
| -2% | -$17.9K | 0.05% | 328 |
|
|
2021
Q2 | $1.13M | Buy |
69,421
+39,381
| +131% | +$642K | 0.05% | 329 |
|
|
2021
Q1 | $464K | Buy |
30,040
+12,249
| +69% | +$189K | 0.03% | 608 |
|
|
2020
Q4 | $280K | Sell |
17,791
-16,925
| -49% | -$266K | 0.02% | 677 |
|
|
2020
Q3 | $530K | Sell |
34,716
-9,594
| -22% | -$146K | 0.05% | 411 |
|
|
2020
Q2 | $662K | Sell |
44,310
-2,300
| -5% | -$34.4K | 0.06% | 324 |
|
|
2020
Q1 | $660K | Sell |
46,610
-28,675
| -38% | -$406K | 0.08% | 284 |
|
|
2019
Q4 | $1.15M | Sell |
75,285
-19,985
| -21% | -$304K | 0.1% | 215 |
|
|
2019
Q3 | $1.44M | Sell |
95,270
-5,700
| -6% | -$86.2K | 0.14% | 168 |
|
|
2019
Q2 | $1.47M | Sell |
100,970
-5,024
| -5% | -$73.3K | 0.15% | 164 |
|
|
2019
Q1 | $1.48M | Sell |
105,994
-19,900
| -16% | -$277K | 0.16% | 157 |
|
|
2018
Q4 | $1.6M | Buy |
125,894
+34,173
| +37% | +$433K | 0.2% | 121 |
|
|
2018
Q3 | $1.18M | Buy |
91,721
+71,900
| +363% | +$925K | 0.13% | 174 |
|
|
2018
Q2 | $269K | Buy |
19,821
+2,025
| +11% | +$27.5K | 0.03% | 593 |
|
|
2018
Q1 | $241K | Hold |
17,796
| – | – | 0.03% | 621 |
|
|
2017
Q4 | $273K | Sell |
17,796
-6,750
| -27% | -$104K | 0.03% | 591 |
|
|
2017
Q3 | $387K | Sell |
24,546
-3,900
| -14% | -$61.5K | 0.05% | 474 |
|
|
2017
Q2 | $443K | Sell |
28,446
-1,833
| -6% | -$28.5K | 0.06% | 421 |
|
|
2017
Q1 | $446K | Buy |
30,279
+6,100
| +25% | +$89.9K | 0.06% | 393 |
|
|
2016
Q4 | $346K | Sell |
24,179
-500
| -2% | -$7.16K | 0.05% | 447 |
|
|
2016
Q3 | $410K | Buy |
24,679
+7,983
| +48% | +$133K | 0.06% | 387 |
|
|
2016
Q2 | $284K | Sell |
16,696
-2,850
| -15% | -$48.5K | 0.05% | 480 |
|
|
2016
Q1 | $313K | Sell |
19,546
-400
| -2% | -$6.41K | 0.05% | 414 |
|
|
2015
Q4 | $306K | Sell |
19,946
-3,050
| -13% | -$46.8K | 0.06% | 395 |
|
|
2015
Q3 | $337K | Buy |
22,996
+3,500
| +18% | +$51.3K | 0.07% | 333 |
|
|
2015
Q2 | $276K | Buy |
19,496
+4,200
| +27% | +$59.5K | 0.05% | 463 |
|
|
2015
Q1 | $229K | Sell |
15,296
-3,409
| -18% | -$51K | 0.04% | 531 |
|
|
2014
Q4 | $276K | Buy |
18,705
+825
| +5% | +$12.2K | 0.04% | 432 |
|
|
2014
Q3 | $249K | Buy |
17,880
+1,550
| +9% | +$21.6K | 0.04% | 468 |
|
|
2014
Q2 | $223K | Buy |
16,330
+4,250
| +35% | +$58K | 0.04% | 498 |
|
|
2014
Q1 | $161K | Sell |
12,080
-7,589
| -39% | -$101K | 0.03% | 549 |
|
|
2013
Q4 | $239K | Buy |
19,669
+5,909
| +43% | +$71.8K | 0.06% | 401 |
|
|
2013
Q3 | $170K | Buy |
13,760
+3,571
| +35% | +$44.1K | 0.04% | 464 |
|
|
2013
Q2 | $137K | Buy |
+10,189
| New | +$137K | 0.04% | 457 |
|