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Atria Wealth Solutions’s Nuveen California Quality Municipal Income Fund NAC Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		– Sell
-48,108
Closed -$544K – 1744
2025
Q1 		$544K Sell
48,108
-2,146
-4% -$24.4K 0.01% 1159
2024
Q4 		$567K Buy
50,254
+10,367
+26% +$120K 0.01% 1208
2024
Q3 		$477K Buy
39,887
+2,946
+8% +$34.5K 0.01% 1271
2024
Q2 		$429K Buy
36,941
+4,600
+14% +$50.8K ﹤0.01% 1312
2024
Q1 		$358K Buy
32,341
+3,184
+11% +$35K ﹤0.01% 1437
2023
Q4 		$323K Sell
29,157
-635
-2% -$6.47K ﹤0.01% 1444
2023
Q3 		$289K Sell
29,792
-4,814
-14% -$50.5K ﹤0.01% 1438
2023
Q2 		$379K Sell
34,606
-233
-0.7% -$2.51K 0.01% 1303
2023
Q1 		$385K Sell
34,839
-40,339
-54% -$448K 0.01% 1288
2022
Q4 		$827K Sell
75,178
-17,635
-19% -$191K 0.01% 842
2022
Q3 		$1.02M Buy
+92,813
New +$1.13M 0.02% 704
2022
Q2 		– Sell
-40,863
Closed -$538K – 1802
2022
Q1 		$538K Buy
+40,863
New +$573K 0.01% 1025

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