WhitTier Trust Company’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-4,225
| Closed | -$69K | – | 1120 |
|
|
2021
Q2 | $69K | Hold |
4,225
| – | – | ﹤0.01% | 603 |
|
|
2021
Q1 | $65K | Buy |
4,225
+1,355
| +47% | +$20.8K | ﹤0.01% | 599 |
|
|
2020
Q4 | $45K | Buy |
2,870
+2,000
| +230% | +$31.4K | ﹤0.01% | 637 |
|
|
2020
Q3 | $13K | Hold |
870
| – | – | ﹤0.01% | 791 |
|
|
2020
Q2 | $13K | Sell |
870
-450
| -34% | -$6.72K | ﹤0.01% | 766 |
|
|
2020
Q1 | $19K | Hold |
1,320
| – | – | ﹤0.01% | 709 |
|
|
2019
Q4 | $20K | Buy |
1,320
+45
| +4% | +$682 | ﹤0.01% | 748 |
|
|
2019
Q3 | $19K | Buy |
+1,275
| New | +$19K | ﹤0.01% | 743 |
|