Corient Private Wealth
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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
2025
Q2 		$843K Hold
2025
Q1 		$848K Sell
2024
Q4 		$1.07M Buy
2024
Q3 		$888K Buy
2024
Q2 		$160K Buy