CWM
C2C Wealth Management’s Nuveen California Quality Municipal Income Fund NAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-14,812
| Closed | -$169K | – | 242 |
|
|
2022
Q4 | $169K | Hold |
14,812
| – | – | 0.03% | 166 |
|
|
2022
Q3 | $169K | Hold |
14,812
| – | – | 0.03% | 166 |
|
|
2022
Q2 | $180K | Hold |
14,812
| – | – | 0.03% | 180 |
|
|
2022
Q1 | $182K | Sell |
14,812
-1,710
| -10% | -$21K | 0.03% | 198 |
|
|
2021
Q4 | $258K | Buy |
+16,522
| New | +$258K | 0.04% | 185 |
|