Core Wealth Partners’s Nuveen California Quality Municipal Income Fund NAC Stock Holding History

Core Wealth Partners’s Portfolio NAC Stock Details NAC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$374K	Hold
2025 Q1	$377K	Sell
2024 Q4	$424K	Hold
2024 Q3	$446K	Hold
2024 Q2	$433K	Hold
2024 Q1	$414K	Hold
2023 Q4	$416K	Hold
2023 Q3	$362K	Hold
2023 Q2	$410K	Hold
2023 Q1	$413K	Buy