Caldwell Sutter Capital’s Nuveen California Municipal Value Fund NCA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-647
| Closed | -$5.82K | – | 937 |
|
|
2024
Q1 | $5.82K | Sell |
647
-453
| -41% | -$4.08K | ﹤0.01% | 610 |
|
|
2023
Q4 | $9.86K | Hold |
1,100
| – | – | 0.01% | 549 |
|
|
2023
Q3 | $9.03K | Hold |
1,100
| – | – | 0.01% | 542 |
|
|
2023
Q2 | $9.41K | Hold |
1,100
| – | – | ﹤0.01% | 535 |
|
|
2023
Q1 | $9.69K | Buy |
+1,100
| New | +$9.69K | 0.01% | 390 |
|