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

Atlas Private Wealth Advisors’s Portfolio NCA Stock Details NCA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$877K	Buy
2025 Q1	$283K	Buy
2020 Q3	–	Sell
2020 Q2	$15K	Buy