Avantax Advisory Services’s Nuveen California Quality Municipal Income Fund NAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $134K | Sell |
11,987
-5,368
| -31% | -$60K | ﹤0.01% | 2257 |
|
|
2025
Q1 | $195K | Buy |
+17,355
| New | +$195K | ﹤0.01% | 2108 |
|
|
2020
Q4 | – | Sell |
-19,244
| Closed | -$281K | – | 1197 |
|
|
2020
Q3 | $281K | Buy |
+19,244
| New | +$281K | ﹤0.01% | 1053 |
|
|
2020
Q1 | – | Sell |
-17,179
| Closed | -$255K | – | 861 |
|
|
2019
Q4 | $255K | Buy |
+17,179
| New | +$255K | 0.01% | 683 |
|