Atlas Private Wealth Advisors’s Nuveen California Municipal Value Fund NCA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$877K	Buy	100,988 +68,256	+209%	+$592K	0.11%	89
2025 Q1	$283K	Buy	+32,732	New	+$283K	0.04%	149
2020 Q3	–	Sell	-1,500	Closed	-$15K	–	701
2020 Q2	$15K	Buy	+1,500	New	+$15K	0.01%	357