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Aquire Wealth Advisors’s Nuveen California Quality Municipal Income Fund NAC Stock Holding History

Aquire Wealth Advisors’s Portfolio NAC Stock Details NAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-36,882
Closed -$406K – 46
2024
Q1 		$406K Buy
+36,882
New +$406K 0.14% 35

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Aquire Wealth Advisors's NAC Position: Q2 2024 in Review

Aquire Wealth Advisors sold out of Nuveen California Quality Municipal Income Fund (NAC) in Q2 2024, closing a stake of 36,882 shares — an estimated $406K sold.

Aquire Wealth Advisors first reported a position in NAC in Q1 2024 and held it in 1 quarter. The position peaked at $406K in Q1 2024. 119 funds tracked by Wall St. Rank hold NAC as of Q2 2024.

  • Aquire Wealth Advisors reported no remaining Nuveen California Quality Municipal Income Fund position as of Q2 2024 after selling out during the quarter.
  • Aquire Wealth Advisors sold 36,882 Nuveen California Quality Municipal Income Fund shares in Q2 2024, an estimated $406K.
  • Aquire Wealth Advisors first reported a position in Nuveen California Quality Municipal Income Fund in Q1 2024 and held it in 1 quarter.
  • Aquire Wealth Advisors's Nuveen California Quality Municipal Income Fund position peaked at $406K in Q1 2024.
  • 119 funds tracked by Wall St. Rank held Nuveen California Quality Municipal Income Fund as of Q2 2024.

Based on Aquire Wealth Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.