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

Fortress Wealth Management’s Portfolio NCA Stock Details NCA Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell
2024 Q3	$467K	Buy
2024 Q2	$439K	Buy
2024 Q1	$452K	Buy
2023 Q4	$446K	Buy
2023 Q3	$292K	Buy
2023 Q2	$301K	Buy
2023 Q1	$308K	Buy