B. Riley Wealth Advisors’s Nuveen California Municipal Value Fund NCA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-28,395
| Closed | -$234K | – | 1535 |
|
|
2024
Q1 | $234K | Hold |
28,395
| – | – | 0.01% | 1181 |
|
|
2023
Q4 | $254K | Hold |
28,395
| – | – | 0.01% | 1127 |
|
|
2023
Q3 | $234K | Hold |
28,395
| – | – | 0.01% | 1181 |
|
|
2023
Q2 | $244K | Hold |
28,395
| – | – | 0.01% | 1235 |
|
|
2023
Q1 | $251K | Hold |
28,395
| – | – | 0.01% | 1163 |
|
|
2022
Q4 | $240K | Sell |
28,395
-92
| -0.3% | -$777 | 0.01% | 1160 |
|
|
2022
Q3 | $236K | Buy |
+28,487
| New | +$236K | 0.01% | 1148 |
|