Blue Bell Private Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,426
| Closed | -$16K | – | 749 |
|
|
2025
Q1 | $16K | Sell |
1,426
-6,600
| -82% | -$74.2K | ﹤0.01% | 478 |
|
|
2024
Q4 | $90.6K | Sell |
8,026
-700
| -8% | -$7.9K | 0.02% | 289 |
|
|
2024
Q3 | $104K | Sell |
8,726
-2,200
| -20% | -$26.2K | 0.02% | 273 |
|
|
2024
Q2 | $126K | Buy |
10,926
+3,569
| +49% | +$41.2K | 0.03% | 249 |
|
|
2024
Q1 | $81.1K | Buy |
7,357
+3,957
| +116% | +$43.6K | 0.02% | 285 |
|
|
2023
Q4 | $37.7K | Buy |
+3,400
| New | +$37.7K | 0.01% | 361 |
|