B. Riley Wealth Management’s Nuveen California Municipal Value Fund 2 NCB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
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|
2020
Q4 | $265K | Sell |
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|
2020
Q3 | $366K | Hold |
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|
2020
Q2 | $337K | Hold |
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|
2020
Q1 | $344K | Hold |
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|
2019
Q4 | $370K | Hold |
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|
2019
Q3 | $388K | Hold |
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|
2019
Q2 | $379 | Hold |
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|
2019
Q1 | $373K | Hold |
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|
2018
Q4 | $357K | Hold |
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|
2018
Q3 | $367K | Buy |
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