B. Riley Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-26,120
| Closed | -$253K | – | 1533 |
|
|
2024
Q1 | $253K | Hold |
26,120
| – | – | 0.01% | 1136 |
|
|
2023
Q4 | $290K | Hold |
26,120
| – | – | 0.01% | 1068 |
|
|
2023
Q3 | $253K | Hold |
26,120
| – | – | 0.01% | 1136 |
|
|
2023
Q2 | $286K | Hold |
26,120
| – | – | 0.01% | 1144 |
|
|
2023
Q1 | $289K | Sell |
26,120
-7,922
| -23% | -$87.5K | 0.01% | 1087 |
|
|
2022
Q4 | $377K | Sell |
34,042
-160
| -0.5% | -$1.77K | 0.01% | 922 |
|
|
2022
Q3 | $376K | Buy |
+34,202
| New | +$376K | 0.01% | 890 |
|
|
2015
Q1 | – | Sell |
-3,486
| Closed | -$52 | – | 1450 |
|
|
2014
Q4 | $52 | Buy |
+3,486
| New | +$52 | ﹤0.01% | 2069 |
|
|
2014
Q3 | – | Sell |
-2,086
| Closed | -$29.1K | – | 1425 |
|
|
2014
Q2 | $29.1K | Buy |
+2,086
| New | +$29.1K | 0.01% | 1280 |
|