Cerity Partners’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
$558K Hold
2025
Q2
$542K Sell
2025
Q1
$560K Sell
2024
Q4
$615K Buy
2024
Q3
$624K Hold
2024
Q2
$605K Hold
2024
Q1
$561K Hold
2023
Q4
$582K Hold
2023
Q3
$507K Sell
2023
Q2
$894K Hold
2023
Q1
$901K Buy