Commonwealth Equity Services’s Nuveen California Municipal Value Fund NCA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $101K | Sell |
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|
2025
Q2 | $111K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $175K | Buy |
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|
2024
Q2 | $166K | Buy |
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|
2024
Q1 | $140K | Hold |
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|
2023
Q4 | $140K | Sell |
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|
2023
Q3 | $151K | Sell |
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|
2023
Q2 | $267K | Buy |
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|
2023
Q1 | $275 | Sell |
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|
2022
Q4 | $330K | Sell |
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|
2022
Q3 | $353K | Buy |
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|
2022
Q2 | $356K | Sell |
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|
2022
Q1 | $429K | Sell |
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|
2021
Q4 | $517K | Sell |
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|
2021
Q3 | $551K | Sell |
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|
2021
Q2 | $606K | Sell |
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|
2021
Q1 | $618K | Sell |
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|
2020
Q4 | $705K | Sell |
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|
2020
Q3 | $719K | Sell |
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|
2020
Q2 | $688K | Buy |
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|
2020
Q1 | $628K | Buy |
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|
2019
Q4 | $649K | Buy |
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|
2019
Q3 | $613K | Buy |
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|
2019
Q2 | $578K | Hold |
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|
2019
Q1 | $548K | Sell |
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|
2018
Q4 | $535K | Buy |
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|
2018
Q3 | $523K | Sell |
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|
2018
Q2 | $553K | Hold |
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|
2018
Q1 | $544K | Buy |
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|
2017
Q4 | $488K | Buy |
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|
2017
Q3 | $491K | Buy |
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|
2017
Q2 | $336K | Hold |
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|
2017
Q1 | $331K | Buy |
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|
2016
Q4 | $260K | Buy |
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