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Concurrent Investment Advisors, LLC → NXP
Concurrent Investment Advisors, LLC NXP Position History
Nuveen Select Tax-Free Income Portfolio
Quarters held
5
Latest value
$429K
Q3 2026
Peak value
$457K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $457K |
| Q4 2025 | $445K |
| Q1 2026 | $453K |
| Q2 2026 | $452K |
| Q3 2026 | $429K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $429K | 31.9K | — | — |
| Q2 2026 | $452K | 31.6K | — | — |
| Q1 2026 | $453K | 31.6K | — | — |
| Q4 2025 | $445K | 31.6K | — | — |
| Q3 2025 | $457K | 31.6K | — | — |