Corient Private Wealth
NAC icon

Corient Private Wealth’s Nuveen California Quality Municipal Income Fund NAC Stock Holding History

Corient Private Wealth’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
2026
Q1 		$187K Sell
16,090
-31,090
-66% -$369K ﹤0.01% 2582
2025
Q4 		$558K Buy
47,180
+25,790
+121% +$305K ﹤0.01% 2240
2025
Q3 		$246K Sell
21,390
-54,047
-72% -$607K ﹤0.01% 2239
2025
Q2 		$843K Hold
75,437
– – ﹤0.01% 1442
2025
Q1 		$848K Sell
75,437
-19,349
-20% -$220K ﹤0.01% 1344
2024
Q4 		$1.07M Buy
94,786
+20,139
+27% +$233K ﹤0.01% 1291
2024
Q3 		$888K Buy
74,647
+60,757
+437% +$712K ﹤0.01% 1458
2024
Q2 		$160K Buy
+13,890
New +$153K ﹤0.01% 2157

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