Axxcess Wealth Management’s Nuveen California Quality Municipal Income Fund NAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-11,780
| Closed | -$131K | – | 907 |
|
|
2023
Q4 | $131K | Buy |
11,780
+33
| +0.3% | +$366 | ﹤0.01% | 803 |
|
|
2023
Q3 | $113K | Hold |
11,747
| – | – | ﹤0.01% | 769 |
|
|
2023
Q2 | $128K | Hold |
11,747
| – | – | 0.01% | 568 |
|
|
2023
Q1 | $129K | Hold |
11,747
| – | – | 0.01% | 607 |
|
|
2022
Q4 | $130K | Hold |
11,747
| – | – | 0.01% | 585 |
|
|
2022
Q3 | $129K | Hold |
11,747
| – | – | 0.01% | 513 |
|
|
2022
Q2 | $145K | Hold |
11,747
| – | – | 0.01% | 505 |
|
|
2022
Q1 | $154K | Hold |
11,747
| – | – | 0.01% | 597 |
|
|
2021
Q4 | $184K | Buy |
+11,747
| New | +$184K | 0.01% | 591 |
|