Bartlett & Co Wealth Management’s Nuveen California Quality Municipal Income Fund NAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $472K | Hold |
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|
2025
Q2 | $458K | Hold |
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|
2025
Q1 | $461K | Buy |
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|
2024
Q4 | $418K | Buy |
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|
2024
Q3 | $394K | Buy |
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|
2024
Q2 | $341K | Sell |
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|
2024
Q1 | $371K | Sell |
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|
2023
Q4 | $382K | Sell |
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|
2023
Q3 | $547K | Buy |
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|
2023
Q2 | $609K | Hold |
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|
2023
Q1 | $614K | Buy |
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|
2022
Q4 | $603K | Buy |
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|
2022
Q3 | $535K | Buy |
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|
2022
Q2 | $576K | Buy |
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|
2022
Q1 | $593K | Buy |
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|
2021
Q4 | $688K | Buy |
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|
2021
Q3 | $606K | Sell |
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|
2021
Q2 | $636K | Buy |
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|
2021
Q1 | $574K | Buy |
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|
2020
Q4 | $569K | Buy |
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|
2020
Q3 | $541K | Buy |
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|
2020
Q2 | $516K | Buy |
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|
2020
Q1 | $477K | Buy |
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|
2019
Q4 | $252K | Buy |
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|
2019
Q3 | $126K | Buy |
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