Corient Private Wealth
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Corient Private Wealth’s Nuveen California Municipal Value Fund NCA Stock Holding History

Corient Private Wealth’s Portfolio NCA Stock Details NCA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$94.6K Hold
10,901
– – ﹤0.01% 2430
2025
Q1 		$94.3K Hold
10,901
– – ﹤0.01% 2172
2024
Q4 		$92.1K Hold
10,901
– – ﹤0.01% 2228
2024
Q3 		$99.4K Buy
+10,901
New +$99.4K ﹤0.01% 2299