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Capital Advisors Wealth Management, LLC → NXP
Capital Advisors Wealth Management, LLC NXP Position History
Nuveen Select Tax-Free Income Portfolio
Quarters held
5
Latest value
$1.3M
Q3 2026
Peak value
$1.5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $596K |
| Q4 2025 | $586K |
| Q1 2026 | $1.5M |
| Q2 2026 | $1.4M |
| Q3 2026 | $1.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.3M | 93.6K | — | — |
| Q2 2026 | $1.4M | 100.3K | — | — |
| Q1 2026 | $1.5M | 102.8K | — | — |
| Q4 2025 | $586K | 41.6K | — | — |
| Q3 2025 | $596K | 41.2K | — | — |