Cornerstone Wealth Management’s Nuveen California Quality Municipal Income Fund NAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-37,995
| Closed | -$367K | – | 553 |
|
|
2023
Q3 | $367K | Buy |
37,995
+15
| +0% | +$145 | 0.03% | 376 |
|
|
2023
Q2 | $415K | Buy |
+37,980
| New | +$415K | 0.04% | 338 |
|
|
2018
Q4 | – | Sell |
-60,679
| Closed | -$4.08M | – | 857 |
|
|
2018
Q3 | $4.08M | Buy |
60,679
+53,650
| +763% | +$3.61M | 0.05% | 336 |
|
|
2018
Q2 | $523K | Buy |
+7,029
| New | +$523K | 0.01% | 994 |
|