Dakota Wealth Management’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
Q2 | – | Sell |
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|
2025
Q1 | $642K | Sell |
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|
2024
Q4 | $2.38M | Sell |
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|
2024
Q3 | $2.57M | Sell |
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|
2024
Q2 | $2.98M | Hold |
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|
2024
Q1 | $2.85M | Sell |
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|
2023
Q4 | $2.88M | Buy |
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|
2023
Q3 | $1.52M | Buy |
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|
2023
Q2 | $1.55M | Sell |
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|
2023
Q1 | $1.61M | Buy |
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|
2022
Q4 | $1.18M | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $911K | Sell |
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|
2019
Q2 | $1.11M | Sell |
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|
2019
Q1 | $1.07M | Buy |
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|
2018
Q4 | $994K | Buy |
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|
2018
Q3 | $175K | Buy |
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