Ibex Wealth Advisors Nuveen New York Amt Free Quality Municipal Income Fund Transaction History

Ibex Wealth Advisors

$1.17 Billion
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 16, 2022	SELL	$10.52 - $12.13 $19,903 - $22,949	-1,892 Reduced 14.26%	11,375 $126,000
Q1 2022 May 16, 2022	BUY	$11.91 - $13.72 $166 - $192	14 Added 0.11%	13,267 $161,000
Q4 2021 Feb 22, 2022	BUY	$13.59 - $13.99 $353 - $363	26 Added 0.2%	13,253 $183,000
Q3 2021 Nov 12, 2021	BUY	$13.74 - $14.43 $164 - $173	12 Added 0.09%	13,227 $183,000
Q2 2021 Aug 20, 2021	BUY	$13.62 - $14.19 $179,988 - $187,520	13,215 New	13,215 $188,000
Q3 2019 Nov 12, 2019	SELL	$13.05 - $13.68 $24,834 - $26,033	-1,903 Closed	0 $0
Q2 2019 Jul 30, 2019	BUY	$12.55 - $13.21 $23,882 - $25,138	1,903 New	1,903 $24,000

Others Institutions Holding NRK

# of Institutions

97

Shares Held

32.1M

Call Options Held

0

Put Options Held

0

About NUVEEN NEW YORK AMT-FREE QUALITY MUNICIPAL INCOME FUND

Ticker NRK
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
Nuveen New York AMT-Free Quality Municipal Income Fund is a closed ended fixed income mutual fund launched by Nuveen Investments, Inc. The fund is co-managed by Nuveen Fund Advisors LLC and Nuveen Asset Management, LLC. It invests in the fixed income markets of New York. The fund invests in undervalued municipal securities and other related inve...

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