DWM
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DKM Wealth Management’s Nuveen California Municipal Value Fund NCA Stock Holding History

DKM Wealth Management’s Portfolio NCA Stock Details NCA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$156K Hold
18,000
– – 0.13% 49
2025
Q1 		$156K Hold
18,000
– – 0.15% 47
2024
Q4 		$152K Buy
+18,000
New +$152K 0.14% 49