Creative Planning’s Nuveen California Quality Municipal Income Fund NAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $850K | Buy |
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|
2025
Q2 | $214K | Sell |
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|
2025
Q1 | $773K | Buy |
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|
2024
Q4 | $396K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $157K | Buy |
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|
2020
Q4 | $154K | Hold |
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|
2020
Q3 | $147K | Sell |
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|
2020
Q2 | $191K | Buy |
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|
2020
Q1 | $154K | Hold |
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|
2019
Q4 | $167K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $156K | Sell |
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|
2018
Q3 | $192K | Sell |
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|
2018
Q2 | $242K | Sell |
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|
2018
Q1 | $517K | Sell |
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|
2017
Q4 | $584K | Buy |
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|
2017
Q3 | $598K | Sell |
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|
2017
Q2 | $791K | Buy |
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|
2017
Q1 | $493K | Buy |
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|
2016
Q4 | $442K | Buy |
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|
2016
Q3 | $407K | Sell |
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|
2016
Q2 | $436K | Sell |
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|
2016
Q1 | $434K | Sell |
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|
2015
Q4 | $724K | Buy |
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|
2015
Q3 | $499K | Buy |
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|
2015
Q2 | $466K | Sell |
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|
2015
Q1 | $507K | Buy |
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|
2014
Q4 | $484K | Sell |
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|
2014
Q3 | $464K | Buy |
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|
2014
Q2 | $449K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $56K | Buy |
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