B. Riley Wealth Advisors’s Nuveen California Municipal Value Fund NCA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
2024
Q1
$234K Hold
2023
Q4
$254K Hold
2023
Q3
$234K Hold
2023
Q2
$244K Hold
2023
Q1
$251K Hold
2022
Q4
$240K Sell
2022
Q3
$236K Buy