Williams Jones Wealth Management’s Nuveen New York Tax-Free Income Portfolio NXN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$140K Sell
2025
Q1
$165K Sell
2024
Q4
$170K Hold
2024
Q3
$183K Hold
2024
Q2
$176K Hold
2024
Q1
$175K Buy