CWP
Core Wealth Partners’s Nuveen California Quality Municipal Income Fund NAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $374K | Hold |
33,499
| – | – | 0.19% | 106 |
|
|
2025
Q1 | $377K | Sell |
33,499
-4,044
| -11% | -$45.5K | 0.22% | 105 |
|
|
2024
Q4 | $424K | Hold |
37,543
| – | – | 0.24% | 89 |
|
|
2024
Q3 | $446K | Hold |
37,543
| – | – | 0.27% | 85 |
|
|
2024
Q2 | $433K | Hold |
37,543
| – | – | 0.3% | 73 |
|
|
2024
Q1 | $414K | Hold |
37,543
| – | – | 0.31% | 67 |
|
|
2023
Q4 | $416K | Hold |
37,543
| – | – | 0.34% | 61 |
|
|
2023
Q3 | $362K | Hold |
37,543
| – | – | 0.33% | 63 |
|
|
2023
Q2 | $410K | Hold |
37,543
| – | – | 0.38% | 60 |
|
|
2023
Q1 | $413K | Buy |
+37,543
| New | +$413K | 0.42% | 57 |
|