First Foundation 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 | $761K | Hold |
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2025
Q1 | $765K | Buy |
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|
2024
Q4 | $647K | Hold |
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|
2024
Q3 | $681K | Buy |
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|
2024
Q2 | $611K | Hold |
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|
2024
Q1 | $584K | Sell |
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|
2023
Q4 | $752K | Sell |
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|
2023
Q3 | $739K | Sell |
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|
2023
Q2 | $848K | Buy |
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|
2023
Q1 | $604K | Sell |
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|
2022
Q4 | $1.01M | Buy |
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|
2022
Q3 | $995K | Buy |
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|
2022
Q2 | $814K | Buy |
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|
2022
Q1 | $850K | Sell |
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|
2021
Q4 | $1.06M | Sell |
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|
2021
Q3 | $2.49M | Sell |
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|
2021
Q2 | $4.66M | Sell |
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|
2021
Q1 | $5.26M | Sell |
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|
2020
Q4 | $5.63M | Sell |
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|
2020
Q3 | $5.81M | Sell |
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|
2020
Q2 | $5.77M | Buy |
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|
2020
Q1 | $5.47M | Buy |
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|
2019
Q4 | $5.86M | Buy |
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|
2019
Q3 | $5.72M | Buy |
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|
2019
Q2 | $5.28M | Sell |
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|
2019
Q1 | $5.12M | Buy |
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|
2018
Q4 | $2.46M | Buy |
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|
2018
Q3 | $2.19M | Sell |
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|
2018
Q2 | $2.28M | Buy |
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|
2018
Q1 | $1.73M | Buy |
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|
2017
Q4 | $1.42M | Buy |
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|
2017
Q3 | $620K | Sell |
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|
2017
Q2 | $633K | Sell |
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|
2017
Q1 | $641K | Buy |
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|
2016
Q4 | $479K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $590K | Sell |
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|
2016
Q1 | $580K | Hold |
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|
2015
Q4 | $558K | Buy |
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|
2015
Q3 | $443K | Buy |
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|
2015
Q2 | $329K | Hold |
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|
2015
Q1 | $349K | Hold |
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|
2014
Q4 | $344K | Buy |
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|
2014
Q3 | $233K | Hold |
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|
2014
Q2 | $228K | Buy |
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