Destination 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
Q2 | – | Sell |
-33,449
| Closed | -$368K | – | 201 |
|
|
2023
Q1 | $368K | Sell |
33,449
-12,841
| -28% | -$141K | 0.01% | 157 |
|
|
2022
Q4 | $512K | Buy |
+46,290
| New | +$512K | 0.02% | 142 |
|
|
2021
Q1 | – | Sell |
-30,164
| Closed | -$457K | – | 177 |
|
|
2020
Q4 | $457K | Buy |
+30,164
| New | +$457K | 0.02% | 126 |
|
|
2018
Q2 | – | Sell |
-1,061
| Closed | -$14K | – | 602 |
|
|
2018
Q1 | $14K | Buy |
+1,061
| New | +$14K | ﹤0.01% | 366 |
|