Western 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-21,220
| Closed | -$288K | – | 720 |
|
|
2024
Q3 | $288K | Buy |
+21,220
| New | +$288K | 0.02% | 608 |
|
|
2024
Q1 | – | Sell |
-19,458
| Closed | -$225K | – | 695 |
|
|
2023
Q4 | $225K | Sell |
19,458
-2,754
| -12% | -$31.8K | 0.02% | 626 |
|
|
2023
Q3 | $228K | Buy |
22,212
+18
| +0.1% | +$185 | 0.02% | 576 |
|
|
2023
Q2 | $256K | Buy |
22,194
+19
| +0.1% | +$219 | 0.02% | 545 |
|
|
2023
Q1 | $258K | Sell |
22,175
-3,685
| -14% | -$42.9K | 0.02% | 536 |
|
|
2022
Q4 | $318K | Sell |
25,860
-20,589
| -44% | -$253K | 0.03% | 448 |
|
|
2022
Q3 | $524K | Hold |
46,449
| – | – | 0.03% | 466 |
|
|
2022
Q2 | $607K | Buy |
46,449
+4,000
| +9% | +$52.3K | 0.03% | 420 |
|
|
2022
Q1 | $576K | Buy |
+42,449
| New | +$576K | 0.03% | 485 |
|