Williams Jones Wealth Management’s Nuveen New York Tax-Free Income Portfolio NXN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $140K | Sell |
12,000
-2,000
| -14% | -$23.3K | ﹤0.01% | 481 |
|
|
2025
Q1 | $165K | Sell |
14,000
-1,000
| -7% | -$11.8K | ﹤0.01% | 464 |
|
|
2024
Q4 | $170K | Hold |
15,000
| – | – | ﹤0.01% | 470 |
|
|
2024
Q3 | $183K | Hold |
15,000
| – | – | ﹤0.01% | 501 |
|
|
2024
Q2 | $176K | Hold |
15,000
| – | – | ﹤0.01% | 486 |
|
|
2024
Q1 | $175K | Buy |
+15,000
| New | +$175K | ﹤0.01% | 507 |
|