Allworth Financial’s Nuveen California Municipal Value Fund NCA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $66.8K | Hold |
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|
2025
Q2 | $65.1K | Sell |
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|
2025
Q1 | $83.4K | Hold |
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|
2024
Q4 | $84.9K | Hold |
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|
2024
Q3 | $91.2K | Hold |
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|
2024
Q2 | $87K | Hold |
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|
2024
Q1 | $90K | Buy |
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|
2023
Q4 | $22.4K | Hold |
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|
2023
Q3 | $20.5K | Hold |
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|
2023
Q2 | $21.4K | Hold |
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|
2023
Q1 | $22K | Hold |
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|
2022
Q4 | $21.1K | Hold |
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|
2022
Q3 | $21K | Hold |
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|
2022
Q2 | $22K | Sell |
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|
2022
Q1 | $50K | Buy |
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