Whittier Trust’s Nuveen California AMT-Free Quality Municipal Income Fund NKX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.54K | Hold |
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2025
Q2 | $2.35K | Hold |
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2025
Q1 | $2.52K | Hold |
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|
2024
Q4 | $2.53K | Hold |
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|
2024
Q3 | $2.72K | Hold |
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|
2024
Q2 | $2.5K | Hold |
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|
2024
Q1 | $2.43K | Hold |
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|
2023
Q4 | $2.31K | Hold |
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|
2023
Q3 | $2.05K | Hold |
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|
2023
Q2 | $2.31K | Sell |
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|
2023
Q1 | $4.1K | Sell |
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|
2022
Q4 | $8.39K | Hold |
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|
2022
Q3 | $8K | Sell |
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|
2022
Q2 | $15K | Sell |
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|
2022
Q1 | $466K | Hold |
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|
2021
Q4 | $543K | Sell |
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|
2021
Q3 | $566K | Sell |
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|
2021
Q2 | $1.18M | Sell |
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|
2021
Q1 | $1.19M | Sell |
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|
2020
Q4 | $1.26M | Sell |
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|
2020
Q3 | $1.31M | Sell |
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|
2020
Q2 | $1.3M | Sell |
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|
2020
Q1 | $1.35M | Buy |
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|
2019
Q4 | $1.41M | Buy |
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|
2019
Q3 | $930K | Buy |
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|
2019
Q2 | $556K | Hold |
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|
2019
Q1 | $531K | Hold |
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|
2018
Q4 | $483K | Hold |
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|
2018
Q3 | $491K | Sell |
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|
2018
Q2 | $563K | Sell |
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|
2018
Q1 | $624K | Hold |
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|
2017
Q4 | $708K | Hold |
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|
2017
Q3 | $727K | Hold |
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|
2017
Q2 | $718K | Hold |
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|
2017
Q1 | $680K | Hold |
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|
2016
Q4 | $660K | Hold |
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|
2016
Q3 | $766K | Hold |
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|
2016
Q2 | $785K | Hold |
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|
2016
Q1 | $739K | Buy |
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|
2015
Q4 | $94K | Buy |
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|
2015
Q3 | $47K | Hold |
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|
2015
Q2 | $45K | Sell |
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|
2015
Q1 | $266K | Sell |
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|
2014
Q4 | $386K | Hold |
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|
2014
Q3 | $365K | Buy |
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|
2014
Q2 | $44K | Hold |
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|
2014
Q1 | $43K | Hold |
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|
2013
Q4 | $39K | Hold |
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|
2013
Q3 | $40K | Hold |
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|
2013
Q2 | $43K | Buy |
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