DWM
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DKM Wealth Management’s Nuveen California Quality Municipal Income Fund NAC Stock Holding History

DKM Wealth Management’s Portfolio NAC Stock Details NAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.59M Hold
142,401
– – 1.37% 15
2025
Q1 		$1.6M Hold
142,401
– – 1.55% 13
2024
Q4 		$1.61M Buy
+142,401
New +$1.61M 1.52% 14