Fermata Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $122K | Hold |
10,900
| – | – | 0.03% | 216 |
|
|
2025
Q1 | $123K | Hold |
10,900
| – | – | 0.02% | 277 |
|
|
2024
Q4 | $123K | Hold |
10,900
| – | – | 0.02% | 260 |
|
|
2024
Q3 | $130K | Hold |
10,900
| – | – | 0.03% | 239 |
|
|
2024
Q2 | $126K | Hold |
10,900
| – | – | 0.03% | 218 |
|
|
2024
Q1 | $120K | Hold |
10,900
| – | – | 0.03% | 206 |
|
|
2023
Q4 | $121K | Hold |
10,900
| – | – | 0.03% | 183 |
|
|
2023
Q3 | $105K | Buy |
+10,900
| New | +$105K | 0.03% | 158 |
|