EP Wealth Advisors’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 | $306K | Buy |
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2025
Q1 | $131K | Sell |
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|
2024
Q4 | $184K | Sell |
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|
2024
Q3 | $209K | Buy |
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|
2024
Q2 | $175K | Buy |
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|
2024
Q1 | $153K | Sell |
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|
2023
Q4 | $178K | Buy |
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|
2023
Q3 | $135K | Buy |
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|
2023
Q2 | $191K | Sell |
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|
2023
Q1 | $127K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $145K | Sell |
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|
2018
Q4 | $149K | Sell |
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|
2018
Q3 | $429K | Sell |
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|
2018
Q2 | $487K | Sell |
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|
2018
Q1 | $531K | Sell |
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|
2017
Q4 | $933K | Buy |
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|
2017
Q3 | $592K | Sell |
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|
2017
Q2 | $609K | Sell |
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|
2017
Q1 | $649K | Hold |
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|
2016
Q4 | $637K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $163K | Hold |
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|
2014
Q4 | $161K | Hold |
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|
2014
Q3 | $152K | Buy |
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