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

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
-23,372
Closed -$255K 484
2023
Q2
$255K Buy
+23,372
New +$255K 0.01% 395
2022
Q1
Sell
-29,481
Closed -$461K 532
2021
Q4
$461K Buy
+29,481
New +$461K 0.02% 350