Carson Wealth (CWM LLC)’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 | $23K | Sell |
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|
2025
Q2 | $112K | Hold |
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|
2025
Q1 | $113K | Sell |
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|
2024
Q4 | $123K | Buy |
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|
2024
Q3 | $83K | Buy |
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|
2024
Q2 | $23K | Hold |
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|
2024
Q1 | $22K | Hold |
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|
2023
Q4 | $22K | Hold |
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|
2023
Q3 | $19K | Hold |
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|
2023
Q2 | $22K | Hold |
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|
2023
Q1 | $22K | Hold |
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|
2022
Q4 | $22K | Sell |
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|
2022
Q3 | $67K | Hold |
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|
2022
Q2 | $76K | Hold |
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|
2022
Q1 | $81K | Buy |
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|
2021
Q4 | $82K | Buy |
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|
2021
Q2 | $66K | Hold |
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|
2021
Q1 | $66K | Hold |
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|
2020
Q4 | $66K | Hold |
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|
2020
Q3 | $66K | Hold |
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|
2020
Q2 | $66K | Hold |
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|
2020
Q1 | $66K | Hold |
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|
2019
Q4 | $66K | Hold |
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|
2019
Q3 | $66K | Hold |
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|
2019
Q2 | $66K | Hold |
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|
2019
Q1 | $66K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $168K | Buy |
|